Investing Globally
In my first quarter 2011 client letter, I referenced the globalization of the world's economies as well as Bill Gate's quote about how are lives have improved dramatically in terms of lifespan, wealth, and other measures.
Insights & Other Important Communication
In my first quarter 2011 client letter, I referenced the globalization of the world's economies as well as Bill Gate's quote about how are lives have improved dramatically in terms of lifespan, wealth, and other measures.
The end of 2010 brought with it several changes at DV Financial.
Years ago I was approached by an attorney about a financial program he had developed which had a lot of potential for owners of some closely-held businesses. The strategy was not new, I had seen it before. But the manner in which the attorney approached this complex planning was well done and particularly appealing. The attorney wanted me to introduce his program to some of my clients.
First for some quick housekeeping. I am pleased to announce that I have changed my broker-dealer affiliation from Ameritas Investment Corp. of Lincoln, NE to Broker Dealer Financial Corp. (BDFS) of Johnston, Iowa.