New Electronic Hand Slapper

May 6, 2014  | By Kevin Smith

The Wealth Management System that tracks and summarizes your financial world now has the ability to send you email alerts. You can setup an alert if your cash gets too low, if you exceed your budget, you incur a large expense or if you have unusual account activity. This improvement will help you proactively manage your cash flow, avoid bank fees, and more. A client once dubbed this concept the electronic hand slapper and it is now available to you.

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Kevin X. Smith, CFA
512.467.2003   |  [email protected]

Kevin is on a mission to find better ways to explain complex concepts in increasingly simple and meaningful demonstrations. Everyone has a different level of interest in learning about investing – ranging from “I just want to know that I…Read More

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