What’s a Transfer Agent and Why You Need One?
Sep24

What’s a Transfer Agent and Why You Need One?

Many shareholders interact with a transfer agent regularly without really knowing what they do. While it doesn’t hurt you not to know, you may not be utilizing all the services they provide, which means you could be missing opportunities. A transfer agent is usually part of a financial services company and manages or keeps track of your registered shareholders and stocks. They provide reporting, communications, and recordkeeping. They...

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Mistakes to Avoid when Getting an Auto Loan
Dec19

Mistakes to Avoid when Getting an Auto Loan

When you are ready to purchase a new car, your main objective may be to get the best price possible. However, you also need to take some time to review the terms of the loan you are trying to get. The fact is, auto loan rates in Washington can vary greatly and the dealer may have hidden terms that increase the price you ultimately pay. If you want to avoid mistakes when buying a car and trying to secure an auto loan, make sure to use...

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Why You Need a Financial Planner in Your Life
Dec19

Why You Need a Financial Planner in Your Life

Money matters can be confusing. Without proper guidance and help, you could make the worst financial decisions of your life. Don’t want to live your life in debt? Here’s why it pays to engage the services of a financial planner: You’re bad with money Not all people know how to manage and budget their money right. If you’re in the same boat, then hiring a financial advisor or planner can help you get your finances back on track. If you...

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How to Save with Great Refinance Mortgage Rates in Maryville
Dec13

How to Save with Great Refinance Mortgage Rates in Maryville

If you are locked into a high-interest rate mortgage, you can save by taking advantage of the great refinance mortgage rates in Maryville. Even saving 2% off your interest rate will impact your monthly payment and more importantly over the life of your loan it has the potential to save you thousands of dollars. Simple Process Applying for a mortgage refinancing to take advantage of the lower rates is an easy process when you apply to...

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What a Military Based Credit Repair Service in Palm Bay, FL can do for You
Nov28

What a Military Based Credit Repair Service in Palm Bay, FL can do for You

Often times, because military personnel are young and not always financially savvy, it is easy for a young military service person to get into credit trouble. Having the stability of a military paycheck will allow young service personnel to receive offers for credit that they never received when they were a teenager living at home. Unfortunately, many service personnel don’t treat this credit wisely, and they often consider...

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Reasons To Consider An Outsourced Transfer Agent
Aug09

Reasons To Consider An Outsourced Transfer Agent

Many people use stocks as a way to increase income and generate a better portfolio. Whether you prefer a particular company or like to mix and match, you may find that a transfer agent can be helpful. If you choose to outsource this need and choose someone from outside your company, you may find that you have better regulatory compliance, compliance with IRS regulations, and much more. Key Benefits The agents you have working for you...

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