The investing public generally makes very little distinction between investment planning and investment plan implementation. In most cases investors will simply skip the former altogether, moving directly to the investment of assets with whomever they believe is the best money manager, mutual fund, stock, bond, or other vehicle available. They will later find out that this has been a dire mistake. Many investors are coming to this unpleasant realization as we speak. The contemporary markets have not been kind to investors in general, and have relentlessly beaten down the assets of those who have not done the proper investment planning.
Recent Posts by Jesse Mackey
Financial News ,Investment Strategy ,Compass and Crosshairs
Investment Planning: More than Simple Money Manager Selection
Effective investment planning is far more than just selecting investments. It requires defining goals, assessing resources, and developing a plan of attack.
[fa icon="calendar'] Dec 17, 2008 11:00:00 AM / by Jesse Mackey
Financial News ,Business Finance ,Financial Planning
Substantial Tax Deduction Opportunities for Business Owner Clientele: Captive Insurance Companies
Captive Insurance Companies can provide risk transfer for operating companies, a sizable tax deduction, and other benefits for privately held business owners.
[fa icon="calendar'] Nov 12, 2008 11:00:00 AM / by Jesse Mackey
Towards the end of the year, CPA firms are generally looking for opportunities to maximize the tax deductions available to their business owner clientele. For a business owner client whose operation has the right characteristics, there is a substantial opportunity for tax deduction (up to $1.2 Million annually) that has gone unutilized until relatively recently (around 2002). This opportunity is provided by IRS tax code under IRC 831(b), and is known as the domestic captive insurance company.
Financial News ,Financial Professionals ,Investment Strategy ,Compass and Crosshairs
Advisor Action Plan: Financial Crisis Management for Investment Advisors During Extreme Market Volatility
Advisors need to have an action plan to effectively communicate with their clients during market volatility. Here's how to make your plan more effective.
[fa icon="calendar'] Oct 15, 2008 11:00:00 AM / by Jesse Mackey
During periods of extreme market volatility, the 4Thought Investment Committee recommends that advisors perform the following steps with regards to existing client accounts and relationships.
No action is necessary on the part of CPA partners. We strongly recommend this plan for our internal advisors and partnered firm advisors in order to retain clientele and properly service them through financial market crises:
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