Entries in the Source (13)
May 13, 2013
WSDA and The Source welcome Office Depot as the newly endorsed vendor for practice supplies. “Office Depot has systems and programs in place that will not only save our members money, but time as well,” said Kainoa Trotter, Director of Membership and Communications, “And they have a number of additional services that will streamline the ordering process, whether your practice is big or small.”
April 24, 2013
Recently on The Source, we turned our attention to the ways to use mobile technology and explored three ways to grow your practice. If you missed those tips, please click here.
In Part 2, we will cover the next three ways to use mobile technology to grow your practice. This blog series is based on The Sesame Guide to Practice Success (GPS): Six ways to use mobile technology to grow your practice in 2013.
December 13, 2012
December 6, 2012
Portfolio Longevity: The successful conversion of retirement savings into a secure, sustainable stream of income requires three things:
A comprehensive financial plan—outlining how much, when and how to withdraw from your portfolio—is the foundation for a well-designed retirement income strategy;
Sophisticated portfolio design—including extreme diversification across multiple asset classes, companies and countries, customized for your unique vision and risk tolerance profile—positions the investment and retirement income strategy for success;
Beyond-the-market portfolio management—the big-picture implementation and oversight of your portfolio design—can generate incremental return beyond that derived from the portfolio design itself.
Read the entire article here