New Feature: Ask the Advisor

10/25/2007:

ask-the-advisor-hoboken411-logo.jpgSince we all live in metro NYC, even those of us with little or no lives have better things to do with our time than sit around and watch our portfolios go UP or go down.

Plus, whether you’re new or old to investing, it can be and is confusing, contradictory, nerve-wracking, the list continues. But it doesn’t have to be. And that’s precisely why I’m pleased to announce a NEW Hoboken411 feature, “Ask The Advisor”.

This weekly series will add a “financial” section to the site, and feature stories and topics regarding money issues many of us will encounter living in the Metro area.

Hoboken411’s Advisor is a Certified Financial Planning guru and Portfolio Managing expert. She studied international business and finance at Carnegie Mellon and Seton Hill Universities and serves as a Professional Alumni Ambassador. She currently helps her clients through every step of the investment process by refining their asset allocation strategies to better build wealth for them.

Now, she can help you, too.

Stay tuned for future topics such as investment risks, portfolio management, long-term planning, Holiday woes, identity theft, questions & answers and much more!

Additionally, 411 readers are invited to attend this event next Thursday at the Light Horse Tavern in Jersey City.

citi-smith-barney-hoboken-jersey-city.gif

Fare, Wine & Wealth

“We cordially invite you to share a wonderful evening with friends as we celebrate intricate distinctions of Bordeaux & Whites, from Old Versus New World wines. Experience fine culinary pairings while sampling the latest financial planning strategies for 2008.”

New York and New Jersey’s Featured Masters

  • Ian Topper-Kapitan, Voted One of Top 25 Chefs in New Jersey. Trained Under Tutelage of Susur Lee and David Bouley.
  • Erin Clyde, Formerly of The Modern with Danny Meyer, and JoJo and Vong with Jean-Georges Vongerichten.

Seasonal Canapes, such as Miso Glazed Tuna and Butterflied Short Ribs, accompanied by our Featured Selection Of Wines.

2008 Equity Markets Outlook: Affects to Retirement & Estate Plans and Comprehensive Financial Plans

  • Renee Siegel, Senior Vice President, Wealth Management
  • Senior Investment Advisor, Private Wealth Management Group
  • Jason Castellucio, Vice-President of Consulting Group & Senior Regional Portfolio Analyst
  • Joel Lejarde, Financial Advisor & Client Service Associate

Thursday, November 1st, 2007 from 6:00 to 8:00 PM
Old & New Collections of the Pacific, Mediterranean & Rhone, by Erin Clyde
Building Wealth in 2008: Conditions of Capital Markets, by Jason Castellucio

lighthorse-tavern-jersey-city-2.gifLight Horse Tavern

199 Washington Street, Jersey City, NJ 07302

Via Exchange Place PATH and Essex Street Light Rail Station

Reserve early to Joel Lejarde or Matt Berardy.
Joel.G.Lejarde@SmithBarney.Com (212) 643-5890
Matthew.T.Berardy@SmithBarney.Com (212) 643-5737

Leave a Reply

29 Comments on "New Feature: Ask the Advisor"

Hobo91
Member

What else are you going to get passed by congress?

And yes, I will be paying for this stimulus package and not get anything back.

rag246
Member
rag246

[quote comment=”65142″][quote comment=”65125″]i’ll go on the record saying i do not expect oil to trade significantly below $85 for a long, long time. WTI currently quoted $91.80…asia increasing demand, venz and middle east sporting hard-ons at US economic decline and refusing to increase production…and the democratleft refusing to allow the US to drill our own proven reserves.[/quote]
That’s an interesting put your selling. How long would WTI oil have to trade below $85.00 (1,2, 3 months or more)?
As long as housing continues to get whacked and democrats hand out pennies to the poor while taking dollars from the rich, I’m think the U.S. slow down will be more pronounced and of a longer duration then most.[/quote]
Last time I checked it was Bush and Paulson standing at the pulpit pleading for an economic stimulus package, trying to inflate their way out of the RE bubble.

Hobo91
Member

[quote comment=”65125″]i’ll go on the record saying i do not expect oil to trade significantly below $85 for a long, long time. WTI currently quoted $91.80…asia increasing demand, venz and middle east sporting hard-ons at US economic decline and refusing to increase production…and the democratleft refusing to allow the US to drill our own proven reserves.[/quote]
That’s an interesting put your selling. How long would WTI oil have to trade below $85.00 (1,2, 3 months or more)?
As long as housing continues to get whacked and democrats hand out pennies to the poor while taking dollars from the rich, I’m think the U.S. slow down will be more pronounced and of a longer duration then most.

strand tramp
Member
strand tramp

i’ll go on the record saying i do not expect oil to trade significantly below $85 for a long, long time. WTI currently quoted $91.80…asia increasing demand, venz and middle east sporting hard-ons at US economic decline and refusing to increase production…and the democratleft refusing to allow the US to drill our own proven reserves.

YipYap
Member
[quote comment=”50161″][quote comment=”50030″]ING? how pedestrain of you Bin, you must have seen those catchy Orange ads on the Path platform. Where will the trend of monetary inflating eventually lead? Are you blind to virtually the entire span of recorded human history and only live and see from one moment to the next? If you do you are but a lamb to be shorn. And if you by acting like a lamb by growing a new thick coat of wool in the form of long-term assets in fixed-dollar value that can easily be shorn, in all probability you eventually will be shorn like a lamb whether you like it or not. I for one am praying for discovery of viable fusion power while you pray for the dollar to bounce back.[/quote] Ok pal, so you are on record that the dollar is now in terminal decline? That’s it, its all over, the USD will materially speaking only go down for the rest of eternity? Is that what you are saying in an unbelievably arrogant way? I just want it on record so I can throw it back in your face when it moves in the other direction as it surely will. You are the stupidest kind of wannabe financial expert, you are the lamb that thinks current trends are permanent and irreversible and you are willing to be a douchenozzle about it for some reason. Let me clue you in on a little secret Greenspan, markets generally move up and down.… Read more »
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