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A Tax To Prepare For
(General/Articles)
... assesses a new 3.8% tax to the lesser of: a) net investment income; or b) the excess of modified adjust gross income (MAGI) over the applicable threshold amount ($200,000 for those filing single and $250,000 ...
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What is Your Long-Term Care Plan?
(General/Articles)
Fidelity Investments publishes an annual study, the Retiree Health Care Costs Estimate, which found a 65-year-old couple retiring in 2010 will need $250,000 to cover health care expenses, not including ...
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Increase Your Social Security Income
(General/Articles)
The recent volatility in the market has caused a few clients to ask if there is anything we can do to make sure their income is not threatened. They probably are thinking about their investments, but ...
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Take Control of College Costs
(General/Articles)
There was a time when numbers like $140,000 or even $60,000 were used by young adults in reference to purchasing their first home. Today this type of investment will barely even cover the cost of a four ...
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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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About
(General/About)
Boeckermann, Grafstrom & Mayer Wealth Management, LLC is a Registered Investment Advisor. We act as a client's personal CFO, providing comprehensive wealth management services, to entrepreneurs, ...
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Services
(General/Services)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
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Important Disclaimer
(General/main)
... has been independently obtained by certain financial market information services, financial publishers, various securities markets including stock exchanges and their affiliates, investment bankers and ...
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Our Process
(General/About)
... an Investment Policy Statement and ultimately designing an investment portfolio to help the client achieve their goals. Ongoing monitoring of the financial plan and investment portfolio involves annual ...
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How should I judge your performance?
(General/FAQ)
... knowing that over time investment returns will follow. ...
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I would rather have you pick individual stocks. Would you do that for me?
(General/FAQ)
No. We believe that our forte is in advising clients, not picking stocks. Our investment process allows us to screen for the best investments in each asset class. There is no way we could give the same ...
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Can you show me how you have performed for your clients?
(General/FAQ)
... their risk tolerance and timeframes. That said, we are more than happy to discuss the past performance of individual investments we have used in various scenarios to date. (Remember past performance ...
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Ongoing Services
(General/Services)
While the initial financial planning and investment management is a good start, clients continue to have financial issues arise that need additional attention. We encourage our clients to call us first. ...
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Fees
(General/About)
... higher for more complex cases. annual retainers for financial planning may be negotiated, depending on clients' needs and circumstances. investment advisory fees are as follows: - 1% per year ...
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Why BGM Wealth
(General/About)
... success not by comparing returns with those of other managers but by clients’ satisfaction in meeting life goals. As investment advisors, we believe in an asset allocation approach. This means we do ...
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Meet The Team
(General/About)
Jon T. Meyer CFP®, Investment Manager, President Jon was born in Melrose, Minnesota and attended Crosier Seminary Preparatory High School. He received a B.A. in political science and a minor in economics ...
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Tax Planning
(General/Services)
Since our firm is partially owned by an accounting firm, building an integrated tax and investment plan is important to us. Tax planning is a significant factor in overall investment performance, as taxes ...
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Wealth Management
(General/Services)
... (large-cap versus small-cap), geography (domestic versus international), investment style (growth versus value), and management approach (passive/indexing versus active). We do not pick “hot" stocks. ...
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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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Welcome
(General/main)
... things to different people. All of our clients agree that it is far more than just a return-on-investment. They know that money only adds to life when it helps you achieve your vision and create the ...