12b-1 401k Annuities Beneficiary CDS Conversion Dow Jones ETF ETN Estate Planning Europe Greece IRA Income Investments Life Insurance NAPFA PIIGS Retirement Roth Roth IRA Taxes VIX bank bond cost crisis debt diversify investment mutual funds portfolio retirement return risk stock strategy tax tax rates volatility
Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |