Dr. Somnath Basu addresses the new trends and challenges financial advisors will be faced with as the baby boomer market begins to retire. Basu warns advisors to be wary of unnecessary expenses for that market segment, as well as an overall rise in health care expenditures for ‘young’ and ‘old boomers.’ …
The following article was written by Alicia Doyle, and appeared in the March 15, 2012 edition of the VCStar (Ventura County Star). Financial management is difficult for anyone with a limited budget but is even more difficult for a senior whose only source of income is Social Security, said Elizabeth …
Friday, February 24, 2012 Morning: Citicorp Software and Technology Services Hujiang.com Zuchongzhi in Shanghai Pudong Afternoon: Shanghai Pudong Software Technologies Services Co. Shanghai Isvision Technologies Co. Ltd. Guoshoujing Park in Shanghai Pudong Software Park Citicorp Software and Technology Services Paula Runesson | MBA Student We were unable to meet with …
Thursday, February 23, 2012 Morning: LEADBANK Private Wealth Management Afternoon: Gaodong Town Government LEADBank Wealth Management HC Investment & Development Cindy Havenhill, CFP® | MBA Student Dr Lee and Chong his assistant provided us with some background information on China finance. China has only 53 trust companies. Most Fortune 500 …
Wednesday, February 22, 2012 Morning: Jiangsu Ruigang Precision Mechanism Afternoon: Jiangsu Shangci Group Jiangsu Shangci Group Stephanie Folster | MBA Candidate This is an incredible manufacturing company, Mr. Zhong Yuan says it is the largest fishing reels manufacturer in the world. With over 2 million square feet and more than …
Tuesday, February 21, 2012 Morning: IBM Engineering Technology IBM IBM Stanley Fletcher| MBA Student In the morning on the second day it was cloudy and a little rainy. After a great breakfast we headed over to IBM. Upon first arriving it seemed that no one was there, but after waiting …
Monday, February 20, 2012 Morning: Shanghai Wecan Group “Please be ready to go at 8:30 am” said Dr. Basu after we arrived from an entire day of adventure in the metropolis city where we would spend the next week-Shanghai, China. It was 4:30 am and I woke up and couldn’t …
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