Posts Tagged ‘financial planner’


Diversification Isn’t Just About Market Risk

Icon Provided by Joseph Regenstein IV, CMFC on May 4, 2011

There are other risks we sometimes don’t think about. When an investor or financial advisor thinks about diversification, it is generally with market risk in mind. It’s worth remembering that there are other potential risks to your money – and diversification can be valuable in helping you cope with them. Business risk. Even today, there [...]

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27 Things You Should Know About The 2011 Tax Laws – Downloadable Guide

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2011

2011 is here and there is much to report. Congress has restored the estate tax, cut the payroll tax and retained and/or restored a variety of tax breaks. Here’s a look at some recent developments in federal tax law – not just the changes for 2011-2012, but also the decisions (some quite recent) that may [...]

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