As a Sales Associate, a member of a three-person investment sales team,
he provided trade execution services, company research and other investment services to small-to-medium sized
corporations and to high net worth individuals on a global basis.
After three years working at Lehman Brothers, he left in 1996 to start The Bryant Group.
The Founder
Dale Bryant holds a B.A. in Accounting from the University of Bridgeport as well as an M.B.A. in Investment
Management from Pace University.
In 1989, Mr. Bryant started his career at Reich & Teng, LP, an investment advisory boutique. From 1989 to 1993,
he worked in the mutual fund investment division of Dean Witter Morgan Stanley. There he worked on
equity and fixed-income mutual funds. He left Dean Witter in 1993 to join the Private Client Services
department of Lehman Brothers.
›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.
› For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000
›For the self employed, you can contribute up to $46,000 in an
Indi 401k Plan
for year 2007 : or $51,000 if your are over age 50
For IRAs and Roths, you can contribute up to $5,000 per year.
›iSHARES has introduced a tax free municipal bond ETF
›This week's show "How To Pick A Mutual Fund"
15Yr Fixed - 5.08%
30Yr Fixed - 5.62%
5/1 Adj. - 5.76%
3 Mo CD - 3.35%
6 Mo CD - 3.30%
9 Mo CD - 3.40%