NAIFA Advisor Today
DECEMBER 14, 2022
It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs.
The Big Picture
FEBRUARY 7, 2024
And you say, IBM beat Exxon by 3 percentage points a year on sales growth, 3 percent on earnings growth, dividend growth, book value. And so these are compounding over 60 (not quite 70) years, but very long term periods, uh, and so that there is a a substantial wealth accumulation that comes with a 1 to 2 percent year advantage or a lag.
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NAIFA Advisor Today
AUGUST 17, 2022
It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs.
NAIFA Advisor Today
AUGUST 10, 2022
It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
eMoney Advisor
MARCH 21, 2023
3 Increasing Savings Piggybacking on the concept of “buying low,” for your clients who are still in the wealth accumulation period of their investing lives, a market downturn offers an opportunity to shop for investments with lower prices and ultimately get more bang for their buck.
Zajac Group
MARCH 20, 2023
Reason #2 – A Belief that the Stock Will Go Up: Fear of missing out, or fear of making a mistake on the sale of your stock (particularly if it has been outperforming), may influence your decision not to sell and diversify. These factors might lead to overconfidence in the stock, and its future price expectations.
Zajac Group
MARCH 24, 2022
Fair Market Value at Sale: $20. And upon final sale, the tax due will be: Long Term Capital Gain x “LTCG Tax Rate” = “Tax Due”. Instead, for a qualifying disposition, the sale of stock must occur at least one year beyond the vesting date of the ISO, regardless of an early exercise and filing of an 83(b) election.
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