Here's the recent articles submitted by paul sutherland
Articles By paul sutherland
Diversified Portfolios Make It Steady As She Goes
By: paul sutherland
One thing that has sustained successful companies over time is a well-developed moral compass. A company that loses its moral foresight will eventually fail as it causes pain to its employees, society, communities, and, of course, its shareholders.(read
entire article)
View : 66 Times
Category : Business
Diversified Portfolios & Roth Iras Are Opportunities Not To Be Missed
By: paul sutherland
For the majority of you, the timely tax filers, you now possess your 2009 returns. For some, there might be a nice planning gem built into your tax returns that you should be aware of.(read
entire article)
View : 54 Times
Category : Business
The Pros And Cons Of Annuities In Your Diversified Portfolio
By: paul sutherland
"So what do you think of annuities?" This is a typical question that is normally heard about three or four times a year, but in the past two years, with the market volatility and the fear that goes with it, that question has cropped up more and more.(read
entire article)
View : 102 Times
Category : Business
Wealth Management And Wealth Transfer
By: paul sutherland
Wealth transfer is a phenomenon that typically occurs during the "reversal period" following the end of a significant economic trend. Take, for example, cycles like the late 1990s stock market and the 2000s real estate bubble.(read
entire article)
View : 44 Times
Category : Health
Important New Tax Issues And Wealth Management
By: paul sutherland
With 2010 more than halfway behind us, it is a good time to consider the potential for tax-planning opportunities regarding wealth management. Unfortunately, in addition to opportunities, there are a number of uncertainties and changes that will impact many taxpayers.(read
entire article)
View : 61 Times
Category : Business
Life Insurance Is Important Part Of Financial Planning Process
By: paul sutherland
Life insurance is probably the most overlooked or lacking aspect of peoples estate planning. Many clients claim that financial security for their spouse and/or children is a priority, yet when the subject of life insurance comes up, they often look with a blank stare.(read
entire article)
View : 71 Times
Category : Business
When Should I Begin Collecting Social Security?
By: paul sutherland
When we explain the financial planning process with our clients, one of the most frequent questions asked by clients nearing retirement age is: Should I begin collecting Social Security benefits at age 62?(read
entire article)
View : 69 Times
Category : Business
Global Investing And The Ugly American Economy That Is
By: paul sutherland
Having lived through the recent U.S. and global economic crisis that is closely tied to the housing, subprime and derivatives markets, many investors are reassessing “risk.†Recently the diversified portfolio managers at FIM Group presented a webinar titled “Security vs.(read
entire article)
View : 56 Times
Category : Business
Need The Best Wealth Management Advice For What Is Going On Now?
By: paul sutherland
“Listening to the media I hear that the economy is doomed, the Federal Reserve has lost its influence and deflation will be the result, but printing money will cause inflation, all of it will cause devaluation of the dollar, the government is out of control, etc.(read
entire article)
View : 62 Times
Category : Business
2010 Investing Was Year Of The Tiger Well Really The Scaredy Cat
By: paul sutherland
What was great about 2010 is that it was not 2009. According to the Chinese calendar, 2010 was the year of the tiger. Statistically, at least in my book, 2010 should be titled The Year of the Scaredy-Cat.(read
entire article)
View : 180 Times
Category : Investing / Finance
