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Contact Information
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The McHenry Group 2200 Powell Street Suite 100 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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Exchange-traded Funds
The Rest of the Story for High Net Worth Asset Management
by Ward Harris
 For a significant number of investors
who use exchange-traded funds (ETFs) with the help of a fee-based advisor, ETFs provide some excellent
advantages over both traditional mutual funds and separate accounts.
[FULL STORY]
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Gratitude: The Retention Recipe
by Charles D. Epstein, CLU, ChFC, AIF®
When it comes to
marketing your advisory services as an intelligent 21st Century 401(k) Advisor,
there is no greater guarantor of client retention and increased referrals from
existing clients than mastering the gratitude principal.
[FULL STORY]
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Retirement Planning:
Fire... Ready... Aim!
Making Sense of Target Date Funds
by Al Otto
 Seed it and fughettaboudit!
That’s the claim made for the use of target-date funds, which are the hot new choice for 401(k) line-ups. This sounds like a great idea in theory, but as in all other investment choices
you must look at both the pros and cons to make a prudent decision.
[FULL STORY]
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Short Take
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Countdown to CFDD ...
The McHenry Group is sponsoring pre-conference wrap and party events on October 2nd at this year's Center for Due Diligence (CFDD) Advisor Conference. You won't want to miss either the conference or The McHenry Group's kick-off events.
[FULL STORY]
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