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Contact Information
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The McHenry Group 2200 Powell Street Suite 610 Emeryville, CA 94608 Phone: 510-595-2900 Toll free: 800-638-8121 Fax: 510-420-1732 info@mchenrygroup.com Additional information may be found at: www.mchenrygroup.com
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How Much is Enough?
How Much is Too Much?
by Ward Harris
 As both an investor and a corporate officer, I am of two minds on the issue of executive compensation. In considering the quality and productivity of management in potential investments, it is prudent to take into account the role of management, the amount of compensation, and its net contribution to company results.
[FULL STORY]
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Spotlight on Best Practices:
Investment Policy Statements
by Norman M. Boone
 More and more advisors who manage money for their clients are discovering the value and importance of using an Investment Policy Statement (“IPS”) as a key part of the investment process. They find that clients appreciate the opportunity to better understand what to expect from their advisor, which helps to build a much higher level of trust and respect.
[FULL STORY]
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Fiduciary Responsibility
It's a Global Thing
by Don Trone, AIFA®
 A nation’s wealth should be handled as if it were a finite
resource. Unfortunately, most developed countries treat their wealth as if it
were inexhaustible. With a, “Don’t
worry, there’s more where that came from” attitude, the U.S. is arguably one of
the worst examples.
[FULL STORY]
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Short Take
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CFDD/PlanTools Alliance Offers Savings for New Users
The Center for Due Diligence (CFDD) and The McHenry Group have partnered to offer CFDD conference registrants a 30% discount on the PlanTools™ Advisor Toolkit and their optional Fiduciary Reporting System.
[FULL STORY]
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