Protect Your Nest Egg From Con Artists - 12/10/2006 - insurancenewsnet.com
This is a must read for everybody who has money to invest.
Scott Dauenhauer, CFP, MSFP
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.
Tuesday, December 12, 2006
Monday, December 11, 2006
How to Keep More of What You Make
How to Keep More of What You Make - New York Times
I believe a log-in is now required - it is free with registration.
This is a good article about why it is important to take into account taxes when building a portfolio. You can quite literally increase your rate of return, thereby putting more money in your pocket if you manage for tax purposes.
At Meridian we take into account which assets should be held in which accounts and manage your money to ensure we maximize it on an after tax basis.
Scott Dauenhauer, CFP, MSFP
I believe a log-in is now required - it is free with registration.
This is a good article about why it is important to take into account taxes when building a portfolio. You can quite literally increase your rate of return, thereby putting more money in your pocket if you manage for tax purposes.
At Meridian we take into account which assets should be held in which accounts and manage your money to ensure we maximize it on an after tax basis.
Scott Dauenhauer, CFP, MSFP
Friday, December 08, 2006
Seniors 'duped' into bad investmen
Seniors 'duped' into bad investment | Santa Rosa Press Democrat // News for California's North Bay and Redwood Empire
Another article about the pitfalls of Equity Indexed Annuities (EIAs). These products are sold a lot to seniors and educators because they sound like a great deal. Who wouldn't want the upside of the market without the downside.....the problem is that this is a lie.
If you are pitched an equity indexed annuity don't be lured by the siren song. You'll know that you are dealing with someone who is less than professional.
Scott Dauenhauer, CFP, MSFP
Another article about the pitfalls of Equity Indexed Annuities (EIAs). These products are sold a lot to seniors and educators because they sound like a great deal. Who wouldn't want the upside of the market without the downside.....the problem is that this is a lie.
If you are pitched an equity indexed annuity don't be lured by the siren song. You'll know that you are dealing with someone who is less than professional.
Scott Dauenhauer, CFP, MSFP
Thursday, December 07, 2006
Laugh Break
"boemerang": Erik Hartman Laughs At His Guests. Subtitled.
A client sent this too me, it is really funny. They say laughter is good for the soul, my soul is full today thanks to this video!!
Scott Dauenhauer, CFP, MSFP
A client sent this too me, it is really funny. They say laughter is good for the soul, my soul is full today thanks to this video!!
Scott Dauenhauer, CFP, MSFP
Monday, December 04, 2006
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