|
1.
Dr. Barry Kaplan, CFP® - Certified Financial Planner Dr. Barry Kaplan, EA, CFP® 115 Perimeter Center Place, Suite 1060, Atlanta, Georgia 30346 direct line 678-833-1110 | direct fax 678-833-1111 ... 2.
Dr. Barry Kaplan, EA, CFP® - Certified Financial Planner ... up 2 years of study and was about to sit for the two-day CFP board exam, ... Dr. Barry Kaplan, EA, CFP® 115 Perimeter Center Place, Suite 1060, Atlanta, ... 3.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... Unit investment trusts resemble mutual funds except that their ... As recently as 1990, $91.7 billion of the total $105.4 billion invested in unit trusts was in tax-free debt trusts, acco 4.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds http://online.wsj.com/article_print/SB115913853630972551.html ... 5.
Dr. Barry Kaplan, CFP® - Certified Financial Planner Dr. Barry Kaplan, EA, CFP® 115 Perimeter Center Place, Suite 1060, Atlanta, Georgia 30346 direct line 678-833-1110 | direct fax 678-833-1111 ... 6.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... development at Claymore Securities Inc., which packages UITs. For decades, UITs were a way for individual investors to hold portfolios of ... 7.
Dr. Barry Kaplan, CFP® - Certified Financial Planner I am a Fee-Only personal financial planner and advisor. But please be careful, because the terms “financial planner” and “financial advisor” are used (and ... 8.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... One example, the Van Kampen EAFE Select 20 Portfolio, includes 20 of the highest-dividend-yielding stocks from the popular EAFE ... 9.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... One example, the Van Kampen EAFE Select 20 Portfolio, includes 20 of the highest-dividend-yielding stocks from the popular EAFE ... 10.
WSJ.com - Equity UITs Gain As Alternatives To Mutual Funds File Format: PDF/Adobe Acrobat - View as HTML Sep 25, 2006 ... Firms such as Claymore, First Trust and Van Kampen Investments, a unit of Morgan Stanley, offer. UITs covering dozens of exotic strategies ... |
