So 2006 is history! Nothing you can do about that tax bill but there is plenty you can do to prepare for this year. The following are a few easy-to-do strategies to make April 15, 2008 a little more pleasant and possibly less costly. Get Organized Create a folder for the 2007 tax year and […]
ProCash Plus is an asset management tool that we provide for all of our clients that combines all of ones banking and brokerage needs into one convenient account. Features of ProCash Plus Fund Access. You have the ability to write an unlimited number of checks with no minimum per check amount. One can also make […]
Wanted: “A young man or woman with the potential to manage a very large portfolio.” The ideal candidate must be someone genetically programmed to recognize and avoid serious risks, including those never before encountered. Other key requirements: Independent thinking, emotional stability, and a key understanding of both human and institutional behavior. Hiring a financial advisor […]
Tell me something I don’t already know… This past month in a huge survey of its clientele, Schwab Institutional has for all intensive purposes documented what we at Markowski Investments have been telling people for years. Accounts that are transferred from wirehouse brokers, more often than not, are made up of securities that are misaligned […]
“Are investors waking up and smelling the dividends?” According to Eaton Vance Corp’s Eighth Annual Investor Study found that 45% of surveyed Americans stated that they have increased their investments in dividend paying securities over the past three years compared with only 16% who said they have decreased dividend investments. 73% of Americans surveyed agreed […]
“Are investors waking up and smelling the dividends?” According to Eaton Vance Corp’s Eighth Annual Investor Study found that 45% of surveyed Americans stated that they have increased their investments in dividend paying securities over the past three years compared with only 16% who said they have decreased dividend investments. 73% of Americans surveyed agreed […]
A problem that many retirees with significant amounts of company stock inside a retirement plan are encountering is good ole Uncle Sam. Rather than follow the conventional wisdom that is pushed down your throat by ignorant brokers and financial firms who are telling you to roll it all over, we have a better way. A […]
There are two types of investment advice available to investors; brokerage accounts and advisory accounts. The unfortunate and painful reality is that not only are investors unacquainted with the significant discrepancies between the two, they are unaware that there is a difference. In a 2006 Investor Perception Study… 54% of investors held the false belief […]
There are two types of investment advice available to investors; brokerage accounts and advisory accounts. The unfortunate and painful reality is that not only are investors unacquainted with the significant discrepancies between the two, they are unaware that there is a difference. In a 2006 Investor Perception Study… 54% of investors held the false belief […]
We regularly highlight and discuss many horror stories regarding the investment industry and its victims in the Markowski Monthly and the Watchdog on Wall Street Radio Show. John Donofrio, our in-house tax-professional and head of the accounting firm Donofrio Inc. tells me that similar carelessness and lack of scruples is commonplace in the wonderful world […]