New Feature: Ask the Advisor
Since 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.
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
Light Horse Tavern
199 Washington Street, Jersey City, NJ 07302
Via Exchange Place PATH and Essex Street Light Rail Station