Publications
Financial Planning Publications
Entertainment artists often hire business managers after other team members are on board. The other team members typically include an attorney, a personal manager, a booking agent, a publisher, a record label, and a publicist. Despite being a late addition to the team, the business manager provides essential functions. The business manager acts as a CFO for the artist. In addition to keeping a complete accounting of the artist's financial activity, business managers make sure income is received, invoices are paid, tours are budgeted, insurance coverage is in place and taxes are filed.
Whether you’re just entering the workforce or you’re on your way to retirement, investing can be a daunting task. In today’s economy, it can be utterly terrifying.
Randy Lee, a financial planner with TrustCore Investments Inc., believes you should not only start saving as young as you can, but that you should look at your financial portfolio comprehensively.
Click here to view the entire TrustCore Fall newsletter 2011 in PDF format.
Or read the articles individually below.
(Appeared in Fall 2011 newsletter)
“Like any company we’ve seen good times and hard times, but over the span of 27 years, we’ve been fortunate to experience steady growth, even during a down economy.” Founder and President of TrustCore, Darryl Edmonds, shares his thoughts on TrustCore’s growth and success.
(Appeared in Fall 2011 newsletter) By Randy Lee, CFP®
If you are not old enough to recall the 1975 TV commercial for the Chrysler Cordoba, I refer you to YouTube. Ricardo Montalban talks about the “soft, Corinthian leather”. However, there’s no such thing as “Corinthian” leather. The term, used to make people believe this was a car of real luxury, was fabricated by Chrysler’s ad agency.
(Appeared in Fall 2011 newsletter)
Allen Parker recently joined TrustCore as the firm’s office manager. As such, he is responsible for all the human resources functions for the firm, including staff supervision, benefits, salary reviews, and hiring. He is also in charge of the customer service, planning, accounting and operational departments.
“Financial Advisor magazine has listed TrustCore Financial Services, Inc. among the top 100 RIA firms in the U.S. based on assets under management.” View the RIA firm list.
(Appeared in the Tennessee CPA Journal: May/June 2011)
Read the article entitled CPAs and Financial Planners Benefit by Collaborating
Click here to view the entire TrustCore Winter newsletter 2011 in PDF format.
Or read the articles individually below.
(Appeared in Winter 2011 newsletter)
The financial planners at TrustCore have different backgrounds and their own approach to working with clients. However, they do have one characteristic in common — they are good at helping people.