Businesswire Author and Advisor Dave Loeper Reveals Hidden Wall Street Sales Strategies, Ways to Put Yourself First, and Why Your 401(k) Fees Shouldn?t Exceed 0.75%
Wealthcare Capital Management® announces the introduction of a suite of services to make its patented Wealthcare system available to advisors in an all-inclusive, low-cost and highly tax-efficient Unified Managed Household (UMH) program.
David Loeper discusses the implications of slicing the domestic equity portion of a client's portfolio into three equal weighting of large cap, mid cap and small cap, versus utilizing the Vanguard Total Market (VTI) for the whole pie slice.
Industry icon, Len Reinhart, has joined the Wealthcare team to help our versatile client centric system become the new standard in the wealth management industry.
Wealthcare Capital Management®, a leading provider of wealth management advisory services and systems, announced today that Perry Chesney, CFP®, CIMA®, has joined the firm as senior managing director of its global client group and member of its executive committee.
Investment News has listed Wealthcare Capital Management® 17th on their list of the top Up-and-Coming fee only firms as ranked by absolute growth in discretionary assets under management.
Financeware Inc. CEO David Loeper and Dan Yu, director of Eisner Wealth Planning appearing on Fox Business.
An edited transcript of an InvestmentNews.com webcast held in New York on March 9. Moderators were InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. Panelists were Ed Slott and David B. Loeper.
FUNDGR A + DES ™ is pleased to announce its Honor Roll of fund family award winners for the past three years ended September 30, 2009.
The Vince Rowe Radio Show, KJCE 1370AM, Austin, TX
We are pleased to announce the relocation and expansion of the corporate headquarters of Financeware, Inc., d/b/a Wealthcare Capital Management (WCM). Effective August 25, 2008, our mailing address and physical location are now 600 East Main Street, Suite 1240, Richmond, VA 23219.
Dave Loeper's new book, "Stop the 401(k) Rip-off" has been released and is available in bookstores and through Amazon and other online sources. The book addresses a current hot topic of excessive 401(k) fees covered in the financial press and in Congress. To order now or learn more about the book visit www.401kRipoff.com.
Wealthcare Capital Management™ and Financeware, Inc. announce the new FUNDGR A + DES™ site - the easiest way to get one of the most sophisticated, objective, and stringent evaluations of mutual funds, closed end and exchange traded funds available today. Check out the free site at www.fundgrades.com.
n summer 2007, Financeware released a number of site enhancements, including a powerful new client and account data export features which complement the existing data upload feature. The asset allocation functionality has been streamlined and upgraded, allowing users greater flexibility and ease of use.