Insurance & Taxes
Avoid These Common Mistakes When You Receive an Inheritance
Great News for Million+ Dollar Account Holders Who Need to Transfer Out
“Not only have I been a client of theirs forever,” a new client just told me. “I have a multi-million dollar account. Do they really want to lose my business?”
After my first conversation with this retiree who had both an IRA and brokerage account at Wells Fargo, he realized that being forced out of his existing account was a blessing in disguise…. Read more
The Bonds American Olim Should Sell
How to Sell Your Stocks without Paying Capital Gains Tax
People often call my office and ask if we can prepare their tax returns. “We handle investment portfolios in America,” I explain. “We don’t do taxes.” I understand why people think that we might file tax returns for clients since, after all, investments and taxes are related.
Thinking about taxes when making investment decisions
It’s true that experienced financial professionals consider the tax consequences of investments they suggest…. Read more
Did You Get Bad News About Your U.S. Brokerage Account?
I received the following email today about a U.S. brokerage firm kicking out clients:
Hi Doug!
I’m forwarding the letter I just got from *********** after dealing with their ridiculous bureaucracy for lord knows how long already.
Oy vey.
What should I do?… Read more
Is The Right Company Managing Your Money?
Avoid These Common Mistakes When You Receive an Inheritance
3 Important Things to Do before the New Fiscal Year
Click here to read the piece “3 Important Things to Do before the New Fiscal Year”.
… Read more