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

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

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

Monday, December 04, 2006

America

America

A client of mine forwarded this link to me. It's pretty cool. John Wayne narrates why he loves America while pictures of what he says play in the backgound. It will only take you a few minutes to watch, I promise you won't be disappointed.

Scott Dauenhauer, CFP, MSFP