June 5, 2009   

 
On this week's Consuelo Mack WealthTrack – getting your financial house in order after the market storm of a century. In a WealthTrack exclusive, Pershing Advisor Solution's CEO Mark Tibergien discusses how to choose the best financial advisor; long time Wall Street Journal columnist, Jonathan Clements, now head of a personal financial guidance service of Citigroup talks about rebuilding your next egg; and financial advisor Vern Hayden discusses how to repair your investment portfolio.
 
 

Mark Tibergien

Chief Executive Officer
Pershing Advisor Solutions LLC


“The One Investment...”

Advisor Assessment


- Check out your financial advisor

Research credentials & background

Protect Your Money:
- Check Out Brokers and Investment Advisers
- Investment Advisor Search
- FINRA BrokerCheck

Jonathan Clements

Director of Financial Guidance
Citi Global Wealth Management



“The One Investment...”

Credit Check

- Check your credit report

-Do it annually
- Do it for free
annualcreditreport.com

Vern Hayden


“The One Investment...”

Safe Harbor

- Harbor Bond Fund (HABDX)
  Price: $11.37 on 4/9
  52-week range: $10.95 - $12.27

 
 
Always Keep A Cash Reserve
 
 
This WealthTrack episode is available for $17.95. You can purchase it safely and securely with your credit card. The transaction on your card will be listed as "Create Space" our fulfillment facility. Allow 4 weeks delivery.

To purchase DVD, Click here.
 
 
This WealthTrack transcript is available for just $4.99. You can purchase and download it safely and securely with your credit card or PayPal account. You will need the free Adobe Acrobat Reader software to view and print the transcipt.

To purchase Click here.
 
" border="0" id="Image8">





Local Listings