Financial Advisor
The E-Myth Financial Advisor
Array (Hardcover) Michael E. Gerber Companies 2011-05-06
Condition: New
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ISBN13: 9780983500155
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John Pollock Financial, Phone # 972-396-0449, John Pollock is a Dallas Financial Advisor. www.johnpollockfinancial.com It's hard to find a ...
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VOICES: Steven Lugar, on a Tax Deferral Myth - Financial Adviser - WSJ
Over the years I’ve frequently heard clients repeat bad advice they’ve been told by other advisers. One of the classic investment myths centers on tax deferral. While tax deferral can be an incredibly powerful force in the effort to build net worth, making investment decisions just to defer taxes can actually result in a worse result for a client over a lifetime.
We often have clients come to us with portfolios of several million dollars, whose prior advisers placed their stock investments in tax-deferred accounts and then purchased municipal bonds in the taxable account. (Most of our clients have a very high marginal rate.)
By all appearances they have a tax-efficient portfolio. At least they think they do. But as every municipal bond investor knows, there’s no magic with tax-exempt income, it’s just that the municipality simply pays in a lower yield than the comparable taxable bonds. So one way to look at it is the investor pays a tax on the front end, by earning a lower yield than the taxable bond of an equivalent maturity and credit quality.
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Investing for income: Yield before reaching for yieldSDNN (blog) - Feb 24, 2010
This is a myth. There is good yield and there is bad yield. Most people think that dividends are in and of themselves good things. This is a myth. and more »
Gold Seek - Feb 25, 2010
As every financial advisor knows, reverse mortgages hide truly significant financing costs from the unsuspecting or desperate. The banks' Reverse Mortgages and more »Washington Post - Feb 18, 2010
AMERICAN BUSINESS WOMEN'S ASSOCIATION MEETING, Joanne Clark, financial adviser with First Command, will speak. 11:30 am-1 pm, Montclair Country Club, and more »Washington Post - Feb 19, 2010
But please consult a professional financial adviser about the pros and cons of lump sum vs. monthly payments. Florida Chick: Orlando underwater homeownerOpEdNews - Feb 20, 2010
Despite promises of change, President Obama appointed Treasury Secretary Timothy Geithner, financial advisor Larry Summers, and others who espouse many of and more »Boston Globe - Feb 07, 2010
Baker was top financial adviser to Cellucci at the time, but he refuses to accept any responsibility for Big Dig decisions made on his watch.
The Australian - Feb 20, 2010
Fraser book attacks Howard `mythology'The book cites the opinion of John Rose, Mr Fraser's principal economic adviser, that "had Fraser held power (in 1983) all or most of the financial