Monday, September 18, 2006

Certified Annuity Consultant....This is Funny!!

O.k., I couldn't resist adding this picture to my blog.....this has to be the funniest, most ridiculous pitch for annuities I've ever seen! The people who created this little poster have also created a "designation" to go with it. They are an annuity marketing company and will issue you a "CAC" designation after completing their "seminar". What a joke - these guys will not look out for your best interest, but at least they can provide a little humor!

Scott Dauenhauer, CFP, MSFP

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Why Stocks May Climb “Wall of Worry”

I think I'll start calling Jeremy Siegel "Mr. Optimism" as he is always so positive on stocks. This professor from Wharton has long been a bull, though a realistic bull in my opinion. We differ on how best to index, but other than that he does a pretty good job! This article is quite interesting and I encourage you to spend a few minutes reading it.

Scott Dauenhauer, CFP, MSFP
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Seven Reasons to Love Pension Reform

If you want a short and concise report on how the recently passed Pension Protection Act affects you, read this article.

Scott Dauenhauer, CFP, MSFP
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Death to Itemized Deductions!

A very good primer on Itemized Deductions.....like it or not we are getting closer and closer to tax season.....heck Christmas is almost here again. I'll admit, this isn't the most exciting article, but if you have a high income it is extremely important that you understand this stuff, or that you hire an advisor who does.

Scott
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Touchy-Feely Finances

I've always liked Jonathan Clements of the Wall Street Journal, this is a pretty good article about the "touchy feely" side of planning....a side that I admit I don't go as deep in as others. He goes into two exercises that may provide value for you, even if one is usually used simply as a way to capture assets (usually by slimy brokers). I encourage you too read this article and go through the exercises (even if they feel a little wierd). Send me your results, don't worry I won't tell anybody!!

Scott Dauenhauer, CFP, MSFP
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