September 4, 2018 "Time Saver & Helpful Hint" eNewsletter 
The future of stock and bond valuations for Trusts and Estates
WeeklyNewsWeekly News Update  
 

Trusts & Estates article:
Aretha Franklin left no estate plan or will
You can access the complete article by clicking HERE.
 
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking HERE.

The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking HERE.

If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, EMAIL us.
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.
We hope you had a good Labor Day weekend.
TSHH Time Saver & Helpful Hint
 
Last month we explained, in detail, the different types of security identifiers we accept including: CINS, CUSIP, ISIN, and SEDOL. This month, we want to explore ticker symbols in more depth.

This week's Time Saver / Helpful Hint topic is:
"Ticker Symbols (Part 1)"
Thomas Edison is noted in history for his many inventions, including the light bulb. But many people are unaware that he is credited for inventing the ticker tape machine that was used to broadcast the price of stocks in the early part of the 20th century. Because it was too tedious to list the entire name of each company with the price, the company's name was shortened to a short abbreviation - a ticker symbol. Today, the price of stocks and other securities are still listed in this fashion. But the rules pertaining to creation of ticker symbols have changed in recent years, and many companies have elected to use their symbols as marketing tools.

Last week's Time Saver / Helpful Hint topic was:
" What is a SEDOL number?"
You can access the eNewsletter by clicking HERE.  
SurveyYour Opinion Counts

WealthManagement.com recently ran an article entitled, "Advisors: You're Never Too Big to Stop Marketing" which includes a section on social media.
 
 
Our question for this month is...
"Which social media channel(s) do you use professionally?"
 
CLICK HERE TO HAVE YOUR OPINION COUNTED 
Webinar
WebinarComplimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

 
Our next topic: 
"How Estate Planning Awareness Week Can Build Your Practice & Your Community" 
is scheduled for Tue, Sep 25 from 11:30a to 12:00p ET.

Here is a synopsis:

Find out what your colleagues are doing to participate in National Estate Planning Awareness Week and how it can help your community, clients, and prospects while growing your business. Our keynote speaker will be Valentino Sabuco, Executive Director of The Financial Awareness Foundation. 
   
  
   
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos. 
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Sep 14: System maintenance at 5:00p - online services down
- Sep 15: Possible continuation of Sep 14 system maintenance
- Sep 25: ESI-APPRAISE monthly webinar series (click HERE)
 
 
Events we are attending (all times are ET):         
- Sep 12: Greater New Jersey Estate Planning Council Meeting
  "A Capital Markets and Economic Outlook For 2019"  
- Sep 13: City of New York Estate Planning Council meeting
  "Topic to be announced"
- Sep 20: Estate Planning Council of Bergen County Meeting
  "2018 Mid-Year Outlook - A New Narrative Emerges"
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