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Archive for April, 2012

Protecting Your Wealth From Inevitable Inflation

Monday, April 30th, 2012, by

How best to plan your investment allocation in this dysfunctional era of ultra low interest rates….that is the core question. In working with my Health Care Professional Clients this is the theme that dominates all our planning. Since the financial crisis of 2008, the key question might be….are we better off now than we were […]

Tax Season: Part II

Monday, April 23rd, 2012, by

In our last post we talked about the futility in seeking relief from the most non-productive incentives that are imbedded in our tax code, specifically the incentives to over-consume health care services without pricing incentives, and our over consumption of housing. There are, however, two legitimate sources of deductions that should be retained, regardless of […]

Tax Season: No Relief In Sight, Part I

Thursday, April 19th, 2012, by

Well…did you enjoy your two day extension?  Your 1040 return was due (or postmarked) April 17th this year due to the 15th falling on a weekend and some obscure holiday in the District of Columbia. Most of my medical professional clients file for an automatic extension each year, as they have 1099 and K-1 partnership […]

Long Term Care and your Health and Wealth

Friday, April 13th, 2012, by

It is never an easy discussion to have with a client.  My medical and dental professional clients deal with health issues daily, but I don’t know anyone who is comfortable contemplating their own inevitable decline. Still, any wealth manager worthy of the title must initiate this conversation for the simple reason that the flip side […]

The Fallacy of the Aggressive Trading Portfolio

Saturday, April 7th, 2012, by

I’ve offered my medical professional clients a straight trade. It’s very straightforward.  I promise not to perform any do-it-yourself surgery, and they promise not to trade stocks.  It keeps us both from causing great harm to ourselves. As I’ve mentioned in previous posts, I don’t value public equity markets as the be-all and end-all of […]