Just Plans Etc., is a registered investment advisor, specializing in managed investments and retirement planning. We work to protect our clients' interests through superior service, full and fair disclosure, loyalty and seeking the best execution of client transactions.
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Just Plans Etc.
James Ellman
1399 Ygnaci●●●●●●●●●●●d Suite #24
Waln●●●●reek , CA, 95498
US
View this contact
Just Plans Etc.
James Ellman
1399 Ygnaci●●●●●●●●●●●d Suite #24
Waln●●●●reek , CA, 95498
US
View this contact
Just Plans Etc.
James Ellman
1399 Ygnaci●●●●●●●●●●●d Suite #24
Waln●●●●reek , CA, 95498
US
View this contact
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Just Plans Etc., Managed Investments and Retirement Planning :: Welcome! | justplans-etc.com Reviews
https://justplans-etc.com
Just Plans Etc., is a registered investment advisor, specializing in managed investments and retirement planning. We work to protect our clients' interests through superior service, full and fair disclosure, loyalty and seeking the best execution of client transactions.
justplans-etc.com
Just Plans Etc., Managed Investments and Retirement Planning :: Welcome!
http://www.justplans-etc.com/TEAM.htm
The next two years were spent with the US Army in Okinawa. Jim's Finance degree landed him a position as Assistant Brigade Finance Officer. A year later he was asked to serve as the Brigade General's Aide de Camp. Those 24 months provided him an opportunity to travel the Orient: Thailand, Hong Kong, Taiwan, Korea and Japan. It was a wonderful two years, Jim says. A year later, Jim founded Just Plans Etc. He enjoyed helping clients identify. Most of Jim's life has been spent in the East bay of Northern Ca...
Just Plans Etc., Managed Investments and Retirement Planning :: Welcome!
http://www.justplans-etc.com/QUARTERLY-REPORTS.htm
You will need a current Adobe Reader in order to view our newsletters. To download current software, please click the Adobe icon to the right. (Earlier Newsletters can be requested by e-mail.). Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook. Market Update and Outlook.
Just Plans Etc., Managed Investments and Retirement Planning :: Investment Strategies
http://www.justplans-etc.com/STRATEGIES.htm
Our investment philosophy is based on more than 40 years experience studying the financial markets. Our investment approach (or process) is based on timeless economic principles and shaped by the leading investment minds of our time. Portfolios and investments are constantly monitored. For clients with taxable accounts, special consideration is given to tax-efficiency. This may include favoring tax-efficient investments such as index funds, ETFs, and municipal bonds. It may also include tax-m...Website d...
Just Plans Etc., Managed Investments and Retirement Planning :: Welcome!
http://www.justplans-etc.com/index.htm
July 01, 2016. Domestic stocks are down; foreign stocks are down; most types of bonds are down. About the only things up are government bonds in the safe havens of. As a Registered Investment Advisor, Just Plans Etc. has a fiduciary duty to each and every client of the firm. The policy of Just Plans Etc. is to protect the interests of each of the firm's clients and to place the client's interests first and foremost in every situation. The US., Germany, and Japan, and gold. This is a classic fear ...Peopl...
Just Plans Etc., Managed Investments and Retirement Planning :: Welcome!
http://www.justplans-etc.com/SERVICES.htm
Through our financial planning process, we help clients identify their tolerance for volatility and then tailor portfolios to match, always keeping their goals in mind. Goals, Time-Frame and Constraints. We help clients prepare for their retirement and their children's college costs. We manage, or help them manage the investments with which to accomplish these goals, using both tax-sheltered and after-tax accounts. How much will you need and when will you need it? Whether you want assistance in managing ...
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Just Plans Etc: April 2011
http://justplans-etc.blogspot.com/2011_04_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Wednesday, April 27, 2011. Posted by Just Plans Etc at 1:37 PM.
Just Plans Etc: July 2011
http://justplans-etc.blogspot.com/2011_07_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Tuesday, July 19, 2011. Resolving Excess IRA Contributions. The di...
Just Plans Etc: March 2011
http://justplans-etc.blogspot.com/2011_03_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Tuesday, March 8, 2011. Recently, the IRS ruled that a similar sor...
Just Plans Etc: February 2011
http://justplans-etc.blogspot.com/2011_02_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Wednesday, February 16, 2011. However, statistics suggest that pos...
Just Plans Etc: November 2010
http://justplans-etc.blogspot.com/2010_11_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Thursday, November 18, 2010. Most of us would love to pay off a mo...
Just Plans Etc: May 2011
http://justplans-etc.blogspot.com/2011_05_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Wednesday, May 25, 2011. Posted by Just Plans Etc at 2:02 PM.
Just Plans Etc: January 2011
http://justplans-etc.blogspot.com/2011_01_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Thursday, January 20, 2011. The New Tax Law and IRAs. This importa...
Just Plans Etc: September 2010
http://justplans-etc.blogspot.com/2010_09_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Tuesday, September 28, 2010. Lessons for the future.
Just Plans Etc: June 2011
http://justplans-etc.blogspot.com/2011_06_01_archive.html
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Wednesday, June 29, 2011. Four Risks to Your Retirement Future.
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becoming an account planner
Becoming an account planner. A journey of discovering. Saturday, August 11, 2007. I still want to be a planner but feel i'm too old to start a new career. Only if I lived in the same city that my mentor does I feel it would be possible to make the leap. I have been focusing on my new job in project management at a design firm. I have also currently have an art show hanging at a local tea house. I've sold 3 piece. Thanks to Bram and Lynette for putting up with me. Links to this post. Thursday, May 24, 2007.
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Just Plans Etc
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else. Wednesday, September 24, 2014. In addition, be aware that the annu...
Just Plans Etc., Managed Investments and Retirement Planning :: Welcome!
June 14, 2017. Fewer and fewer companies are selling at attractive prices. One half the stocks on our watch list need to decline by 15% to 25% before we would buy them. Charts tell a story. The S&P 500 price-earnings chart shows those stocks to be 73% higher than their average. Only twice before were they higher. . . in 1929 and in 1999. Welcome to our website! Slower growth: from 1980 to 2000 growth was at 3%: from 2000 to today, 2%. Another story: The price-to-sales ratio [Buffett Indicator]: Divide th...
Just Plans
Call us for free advice. Law firms and agents. Call us for free advice. Bespoke designs, tailored to budget. Bespoke designs, tailored to budget. Bespoke designs, tailored to budget. Bespoke designs, tailored to budget. Bespoke designs, tailored to budget. Bespoke designs, tailored to budget. Welcome to Just Plans. If you're looking for bespoke plans, before-and-after support, and ongoing project assistance, then look no further than Just Plans. Give our planning specialists a call today. Experience in a...
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Just Plant Designers, Inc. – Indoor Plant Design & Maintenance
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