Joshua Tree Enterprises

Categories

  • Asset Protection
  • Business Succession
  • Elder Care
  • Estate Planning +Taxation
  • Fiduciary Issues
  • Insurance
  • Investments
  • Marketing
  • Miscellaneous
  • Multigenerational Values
  • Philanthropy
  • Practice Management
  • Professional Responsibility
  • Retirement Benefits
  • Taxation + Tax Planning
  • Valuation

About this Entry

This page contains a single entry by lsaret published on July 22, 2009 9:12 PM.

Pete Swisher was the previous entry in this blog.

Wendy S. Goffe is the next entry in this blog.

Find recent content on the main index or look in the archives to find all content.

George N. Luciani, CFP

| | Comments (0) | TrackBacks (1)
George N. Luciani, CFP is President and Chief Investment Officer of Covered Bride Tactical, LLC, a fee only institutional Registered Investment Advisor located in Yardley, PA. (www.coveredbridgetactical.com).

1 TrackBacks

Listed below are links to blogs that reference this entry: George N. Luciani, CFP.

TrackBack URL for this entry: http://www.wealthstrategiesjournal.com/mt/mt-tb.cgi/2122

By George N. Luciani, CFPDefensive Allocation portfolio management vs. buy-and-hold Long-Only portfolio management has always been a mainstay of foundations and pensions but is becoming more accessible to advisors of high net worth (HNW)... Read More

Leave a comment