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Recent & Past Articles


  • Tip The Risk Scale Until It Feels Comfortable


  • The Ed Sullivan Show Revisited


  • Choosing a Trustee - A Key Decision for Your Family


  • Wachovia Securities' Mid Year Report 2007  


  • 2006 Finished with a Bang

  • A Guide to Structuring an Investment Policy Statement

  • Foundation Management: Another Twist

  • Finance 101

  • Investment Management by Process

  • Heads Up for Nonprofits

  • Implementing Fiduciary Standards

  • Spending Policy vs. Asset Allocation





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    About Us
    • Who We Are
    • Where We Are
    • What We Do
    • Foundation and Non-Profit Management
    • Recent & Past Articles
    • Individual Services
    • Access Your Account
    • Market Commentary
    • Tell A Friend
    Contact Us

    2400 Dallas Parkway, Suite 100
    Plano, TX 75093

    Phone: 972-473-5944
    Fax: 972-473-5999

    jeff.ockwood @wachoviasec.com
    Map and Directions

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    Wachovia Securities, LLC, Member NYSE/SIPC, is a registered broker-dealer and a separate nonbank affiliate of Wachovia Corporation.

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