For Doug Fabian and his team, financial health is:
• having a strategy that is strong enough to withstand another crisis
• having a plan that is lucid enough to sustain retirement income
• having portfolio that is agile enough for today’s economy
• having assets positioned for longevity so they outlast you
So, how healthy is your portfolio?
Call our offices today and we will help you discover how healthy or unhealthy your portfolio really is. Every year, we help all of our clients with the Fabian New-Year Portfolio Checkup, and we’d love to offer that to you as well.
Call us today at 800-391-1118 and we will check up for you!
It is tax season, and we think it’s so important that you be aware of your tax strategies. There’s not much you can do about your 2014 taxes, but you can control your 2015 tax outcomes, and the time to start is now. Your tax planning is essential and you need to look ahead a few years, into the new codes, rules and changes coming in the next few years and preparing for those changes.
We believe that one of the most important things you can do for your financial health is hire a good CPA. By planning for taxes ahead of time with a tax professional, you can insulate yourself from high tax consequences or surprise tax bills.
There are so many great strategies out there and there are plenty of non-tax strategies for your investing. Look into your options for tax-free growth and income, and pay attention so that you can save more of your money for charities, family and retirement as you invest. For more information on this topic, listen to this week’s podcast here.
In 2015, you need to be equipped with knowledge, and prepared to take advantage of the market. The best way to do that is to know which exchange traded funds (ETFs) can give your portfolio the edge against uncertainty, volatility and the prevailing trends in the equity, bond and commodities markets.
In this in-depth video presentation, Doug gives his views on the international markets, domestic markets, strong dollar, technology, new innovations in ETFs and more. Listen to this presentation and take a look at the many charts Doug shares through this video, and be prepared to grow your portfolio and succeed with your investments this year.
Doug believes a tactical investing approach is essential to investing success and he wants to help you make smart choices with your money. This presentation is not designed to offer specific investing advice, but rather to give you an overview and help you see the big picture of ETF investing.
As always, if you have any questions about your specific portfolio, please don’t hesitate to call our offices for a complimentary, personalized portfolio review. Call today: 800-391-1118.
China, India and Japan are all energy importers, and will benefit hugely from the fall in oil prices. We think that these countries are important for investors to watch as we move forward in 2015.
We are especially excited about India, because it’s a growing market that is exporting young people to great colleges and India has great demographics and political leadership.
ETF ticker symbols to watch in India:
These are growth ideas, not income. We think it’s very wise to consider India and other emerging markets as possibilities for your portfolio, and we want you to be aware of market action and new opportunities. As always, if you have questions about your portfolio and what ETFs and strategies will work for you, please call our offices at 800-391-1118 for a personalized consultation.
Doug recently attended an ETF conference and came back with even more appreciation for the incredible innovation that we see in the ETF investing world.
Here are a few examples of amazing innovation in the Exchange Traded Fund world, and some great items to keep an eye on as the year progresses:
Hedged Currency ETFs (protects your investment from the effects of a strong U.S. dollar)
The ability to own ETFs in other currencies
Industry sector shares (such as biotech-only or internet-only)
Cyber-security ETF (ticker symbol example: HACK)
Actively-managed ETFs by world-class managers like Jeffrey Gundlach
As we say all the time, ETFs are an amazing resource for individual investors, and we want to help you succeed in your portfolios. If you want more information, tips and insider ideas, we recommend that you join Doug’s Inner Circle to stay up-to-date on the latest in ETF innovation.
We have begun working on the next Inner Circle Investment Conference Call. The subject will be: the Top 10 ETFs for 2015.
We will be highlighting five Exchange Traded Funds for growth portfolios, and five for income portfolios, and we are very excited to share this information with you. We don’t have a precise date yet, but you should expect to hear more by mid-February 2015.
If you are not yet a member of Doug’s Inner Circle, you can sign up here so you never miss another update, and to make sure you get an invite to this exciting, exclusive teleconference.
Do you know your tax bracket? Do you have tax-deferred retirement accounts? What about a Roth IRA? It may seem basic, but not knowing the answers to some of the most commonly misunderstood questions about taxes could cost you thousands of dollars each year! In this free audio special report, you’ll learn all about taxes and what you can do to succeed.
As an Inner Circle member, you get complete access to all of our audio special reports, as well as our numerous written special reports and slideshow presentations. You also get access to the free monthly ETF Report, a complete rundown of every exchange-traded fund in the market today.
As always, if you have questions about your specific portfolio, call our offices at 800-391-1118 and we’re happy to set up a complimentary consultation for you.
If you own a home, or if you have a net worth of more than $150,000, relying on a will alone is not enough to protect your estate for your heirs.
Doug recently conducted an interview with estate planning expert Colleen Barney of Albrecht & Barney Law Corporation. Colleen and Doug discussed how a well-written living trust can significantly reduce your estate’s tax liability. We also discussed the perils of why not understanding recent changes to estate tax rules can cost you and your loved ones – and why you need to be prepared!
Listen to our free audio report here. If you have questions about this report and how it applies to your specific situation or investment portfolio, please call our offices at 800-391-1118 for a free consultation. We want to help you succeed and protect your wealth and family legacy!
Everyone wants to live comfortably and with security in retirement. We all dream of time to spend with friends and family, maybe some good vacations and the legacy we hope to leave to our loved ones; but few people know the steps and components to get to that ideal situation.
Here at Fabian Wealth Strategies, we want to help you thrive before and during retriment, but to get there, you need a strategic retirement plan for your money. Download this new special report from Doug Fabian and get the knowledge and insight you need to have the retirement you want.
As always, if you have questions about your specific portfolio and how to move toward the retirement you’re looking for with the investments you have, call our offices at 800-391-1118. We’re happy to give you personal attention and precise advice, so that you can have the retirement you’ve dreamed of.
2015 is a new year and a new chance for you to make your investment goals a reality! We hope you’ve had a wonderful holiday season and are entering the new year with excitement and anticipation, ready to achieve your goals.
If you’d like us to help you make 2015 a successful investing year for you and your family, please give us a call at 800-391-1118 and let us talk with you about your portfolio and your investing goals. We are here to help you have a successful, focused year in your investments, and we will offer you a complimentary portfolio review to get 2015 started off right.