AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

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Scott's Articles
Capital Gains

Deferring Income Can Be Tax-wise «-- Click to Read
July 28, 2010

By Scott Burns

Q. My wife and I are 66. I have a $56,000 IRA. She has a $37,000 IRA (total $93,000). Both are in CDs at 2.5 percent. In 4 years we must start mandatory withdrawals. We now get about $70,000 a year from Social Security, her pension and interest on $700,000 in CDs. We also have a house in Mexico and one in Tucson, no mortgages.

... More…
Interest Rates Can Go Lower, But You Won’t Like It «-- Click to Read
July 23, 2010

By Scott Burns

If Lacy Hunt had to fight a duel, he would arrive armed with an arsenal of very powerful charts. In his role as economist for Hoisington Investment Management, an Austin firm that manages over $5 billion in fixed income assets for major institutions, Mr. Hunt goes to meetings with a virtual barrage of economic charts, and builds his case.

... More…
Use Your Tax Return to Guide Debt Repayment «-- Click to Read
July 21, 2010

By Scott Burns

Q. My husband and I are 65, retired, and own our home. Due to a family emergency last year, we needed to use a home equity line of credit. The interest rate is very low. It seemed like a good choice. Now we are making monthly payments and discussing the best way to pay it off. We are concerned that the interest rate will eventually go up.

... More…
Solvent Seniors and the Matrix of Misery «-- Click to Read
July 16, 2010

By Scott Burns

Will we make it through retirement?

That question dominates my email as readers try to figure out how the recession, low interest rates and a dismal stock market will affect their future.

... More…
Recovering from Bad Investments «-- Click to Read
July 14, 2010

By Scott Burns

Q. Many columns ago, you wrote that the 50s decade of life was the "make it or break it" decade. Well, I think I really messed up. I'm 57, invested in oil and gas mineral rights and subsequently lost $240,000. My broker also has me with $516,000 invested in life settlements.

... More…

The Cost of Trust «-- Click to Read
June 29, 2009

By Kennon Grose

“I don’t trust the so-called financial experts anymore. I am just leaving things alone. When I claw back some of my money, I am out of there.” This comment tells us a lot about how people are feeling. First, they have realized that no one cares as much about their money as they do. Second, they are applying the homily “Fool me once, shame on you. Fool me twice, shame on me.” Millions of people have now learned enough to know the difference between quality advice and a quality sales pitch.

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Second Anniversary «-- Click to Read
June 08, 2009

By Kennon Grose

I would like to offer my personal thanks to those of you who have become AssetBuilder clients during the past year. We reached our second anniversary at the end of May, and we continue to grow. Even during these tough economic times. Thanks to you and your referrals, we have attracted more than 500 clients across 34 states, representing $173 million in invested assets.

... More…
Don’t Leave Your 401(k) Behind «-- Click to Read
May 25, 2009

By Kennon Grose

You got the call in the morning. By noon everyone in your unit had been laid off, including you. After years of good work, you are suddenly unemployed.

What do you do?

... More…
Fearmongering «-- Click to Read
April 10, 2009

By Kennon Grose

The first Capital Gains article was about the term FUD – for Fear, Uncertainty and Doubt. However, the new term of the day is Fearmongering. Fearmongering is the use of fear to influence the opinions and actions of others towards some specific end. Often times the feared object or subject is exaggerated and the pattern is repetitious. The outcome often times becomes a vicious cycle.

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Thanks to You, You're Making a Difference «-- Click to Read
June 30, 2008

By Kennon Grose

I would like to offer my personal thanks to those of you who have become AssetBuilder clients during the past year. We reached our first anniversary at the end of May, and our growth has been nothing short of phenomenal. Thanks to you and your referrals, we have attracted more than 300 clients across 24 states, representing $124 million in invested assets. We are currently adding more than one new client every day.

What’s our secret? YOU, of course.

If you’re like most AssetBuilder clients, you came to us because you were tired of doing business with Wall Street brokers, their high-risk stock pickers and overpriced middlemen. You told us you wanted a simpler way to invest – an alternative. And we listened. ... More…

AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

Popular Pages

Deferring Income Can Be Tax-wise «-- Click to Read

Interest Rates Can Go Lower, But You Won’t Like It «-- Click to Read

Use Your Tax Return to Guide Debt Repayment «-- Click to Read

Solvent Seniors and the Matrix of Misery «-- Click to Read

Recovering from Bad Investments «-- Click to Read

The Cost of Trust «-- Click to Read

Second Anniversary «-- Click to Read

Don’t Leave Your 401(k) Behind «-- Click to Read

Fearmongering «-- Click to Read

Thanks to You, You're Making a Difference «-- Click to Read

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