The Meridian is the official blog of Scott Dauenhauer and Meridian Wealth Management. This blog will update you on financial planning and investment management topics. It will also explore the impact of world events on your portfolio.
Friday, October 26, 2007
Humor Break: Classic Tim Conway
The fires in SoCal haven't been easy on people, I've found that a little humor goes a long way. Here is a classic Tim Conway sketch from the Carol Burnett show.
Scott Dauenhauer
Wednesday, October 17, 2007
Anatomy of a Meltdown
Harold Evensky, a pioneer of the wealth management industry and one of my mentors (even though I've never met him - just read everything he's written and listened to him at conferences) has written a great piece on the what the subprime crisis really is.
In this paper Evensky details the inner workings of how the subprime mess started and what caused it. It's quite interesting and not to difficult to read.
If you've got a few minutes and are curious.....
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
In this paper Evensky details the inner workings of how the subprime mess started and what caused it. It's quite interesting and not to difficult to read.
If you've got a few minutes and are curious.....
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
Will Your Social Security Benefits Be Taxed -- Again? (Tax Matters: Personal Finance) | SmartMoney.com
Will Your Social Security Benefits Be Taxed -- Again? (Tax Matters: Personal Finance) | SmartMoney.com
Most people don't know that their Social Security benefits will be subject to taxation, up to 85% of your benefit could be taxed as ordinary income. This is a good primer on the "double taxation" that is Social Security and how you can find out if it affects you.
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
Most people don't know that their Social Security benefits will be subject to taxation, up to 85% of your benefit could be taxed as ordinary income. This is a good primer on the "double taxation" that is Social Security and how you can find out if it affects you.
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
Straight From The Source: Eduardo Repetto - Features
Straight From The Source: Eduardo Repetto - Features
Those of you who are my clients know that I am a proponent of index investing, though not in the traditional way. I utilize Dimensional Fund Advisors mutual funds. The link here is to an interview with Eduardo Repetto of DFA, I think you'll find it interesting (or incredibly boring), either way you'll learn something!
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
Those of you who are my clients know that I am a proponent of index investing, though not in the traditional way. I utilize Dimensional Fund Advisors mutual funds. The link here is to an interview with Eduardo Repetto of DFA, I think you'll find it interesting (or incredibly boring), either way you'll learn something!
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238
Recession-Proof Your Investment Strategy
A great article by Ben Stein that tells you to stay focused on the long-term and to buy broad US and Foreign indexes along the way. Recession's will inevitably happen, this only creates buying opportunities.
A good article for those of you who are focused on 2008, not 2018.
Scott Dauenhauer, CFP, MSFP, AIF
949-916-6238
www.meridianwealth.com
Thursday, October 04, 2007
Don’t Blame the Central Banks -- Thank Them
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