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Health Care Reform Provisions Affecting Older Adults
(General/Articles)
... nursing homes to disclose their owners, operators, suppliers, financers, and others with whom they do business so they can be held accountable for the care their residents receive; Require nursing homes ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
... to leave the company resulting in the expense and business interruption of replacing employees. If the vague dollar correlations of low productivity and higher absenteeism are not enough to get your attention, ...
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Is Buy-and-Hold Dead in 2010?
(General/Articles)
If you have been listening to the television or read any business publications in the last month, the message you have in your head is that a buy-and-hold investment strategy is dead. As the market started ...
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Heads I Win, Tails You Lose
(General/Articles)
... may also have secondary benefits to investors with estate tax issues or net operating losses from their business ownership. As always, talk with your accountant or financial advisor first to see how the ...
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When Spending is Really Saving
(General/Articles)
... part makes sense, but the spending is counter-intuitive. Many times you will hear of businesses spending money in order to save money. For example, with this article you will be viewing our new web ...
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About
(General/About)
... small business owners, corporate executives and high net-worth individuals. We specialize in comprehensive strategies for financial planning, investment management, and tax planning. We cultivate ...
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Partner Links
(General/Resources)
Earl H. Cohen, Attorney at Law Providing legal services in the business and estate planning arena. www.mansfieldtanick.com Talley Flora Expert hiring resource for small and medium sized ...
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Important Disclaimer
(General/main)
... respective affiliates have certain business relationships. 6. Alerts. We may, from time to time, send email notices about investment markets or particular securities that we believe will be of interest ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
... the solutions needed, with no proprietary products to push. Experience – Our professionals continue to work at becoming the best at what they do. That means that time spent in the business is not enough. ...
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Ongoing Services
(General/Services)
... and concerns. Open communication is key to building our business, and our shareholders are always available for you. ...
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Multiple Retirement Options
(General/Articles)
... did not gain traction in life until they hit their 50s. In your 50s you finally have the network of people and the wisdom to succeed in business. Why quit then? Our happiest clients over the past year ...
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Why BGM Wealth
(General/About)
... are business owners, they have other assets that affect their overall portfolio. Many clients ask us why we embrace an asset allocation strategy through diversification. Beyond the statistics of the ...
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Our Clients
(General/About)
Typical clients of Boeckermann, Grafstrom & Mayer Wealth Management, LLC are entrepreneurs, small business owners, corporate executives and high net-worth individuals. Our clients are most likely ...
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Meet The Team
(General/About)
... experience in the financial planning business. Nancy supervises all back office systems, account reconciliation, paperwork, asset transfers, monthly billing and handles client calls. Nancy has spent ...
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News & Web Links
(General/Resources)
News Services The Wall Street Journal Investor's Business Daily Barron's Online Bloomberg LA - The Advocate Forbes.com Fortune.com BizTimes.com ...
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Financial Planning
(General/Services)
... estate planning investment planning plans for education business planning. Many clients come in with the idea that financial planning is all about numbers. But we believe it is more than ...
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The New Normal Economic Discussions
(General/Articles)
... since he passed away 17 years ago is the stories. I used to work with him in his business and as we interacted he would tell me stories about growing up and building his business; stories that my siblings ...
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Keeping The Family Cabin In The Family
(General/Articles)
... working together. While even the best relationships can be strained, it is better to discuss this in advance with the next generation and set the relationship up more like a business. One method we discuss ...
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Welcome
(General/main)
... Our role is to handle the financial details of your life so you can spend time with your family, building your business and pursuing your passions. As independent, fee-based advisors, we care more about ...
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The Feel of This Market
(General/Articles)
... you the upper hand. Only those panicking and selling into this decline will be hurt in the long run. The last two weeks I have turned on the business stations before coming into work and found my pulse ...