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 […]
Many of our clients have multiple accounts within their households. For example: you might have an individual brokerage account for you and your spouse, retirement accounts, checking, and accounts for your children etc. Managing all of these accounts can be quite complicated and often time consuming. SelectLink is a feature that clients can utilize which gives […]
Health Savings Accounts (HSA’s) have become even more attractive as savings vehicles. Changes have been implemented that will allow for increase in hundreds of dollars in taxfree contributions a year. Health Savings Accounts which we have discussed at length and offer to our clients must be coupled with high deductible health insurance. They allow for […]
It’s that time of year again. It is time for the media to roll out their yearly boilerplate pieces on “How to Improve Your Finances”, “Top Stock Picks for 2007,”and “Financial Resolutions.” Everyyear the so-called financial guru’s take to the talk show airwaves with their brilliant insight on how to turn oneself into the next […]