Financial Geekery

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way! Operations Specialist I’m looking for an operations specialist who’s looking to grow with our company -- and loves working with Gen-X/Gen-Y nerds! Summary You must have at least two years of experience as an operations specialist or administrator, preferably in the financial planning and/or investment management industry. Your initial duties will include assisting

Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you&#39

This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they m