A Little Slice of Market History Part 4 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

 

By late 1974 very little of the stock market was left in the “upper tier” and the vast majority, including a number of perfectly good companies, were in the rubble below.  When asked later about this period Warren Buffet replied, “1974 in terms of buying opportunities—that was the best period I have seen.”  Market prices […]

By |August 13th, 2010|Uncategorized|16 Comments

A Tool For The Times: TODAY’S Fixed Annuity

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

Anyone who has been doing financial planning for any period of time has heard the moniker – we work in a highly commoditized  business, and there is nothing new under the sun.  I have been a proponent of that belief and have always worked to provide great ideas along with my product positioning.  But is it […]

By |August 3rd, 2010|Uncategorized|0 Comments

Capital Gains Part 2 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

There are several issues people have with high capital gains taxes. The first is that many Americans are involved in the stock market and it could discourage investment, the second is that capital gains taxes do not generate substantial revenue, the third major reason is capital gains taxes hurt businesses and finally capital gains taxes […]

By |July 28th, 2010|Uncategorized|0 Comments

Capital Gains Part 1 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

I’ve been marketing annuities since 1984 when I was hired by PaineWebber to be a financial advisor.  During the course of the past nearly three decades, the prospects for annuities often rose or fell based upon the change in marginal income taxes, dividend taxation or capital gains taxation.  Only variable annuities—with their underlying stock investment […]

By |July 26th, 2010|Uncategorized|0 Comments

Health Care Costs—A Long Term Economic Challenge by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

We founded WealthVest Marketing to focus upon products which are guaranteed.  We predicated this bias for three reasons.  The first is painfully straightforward—after over a decade of flat equity market performance, Americans will likely reduce their exposure to equities for their discretionary savings.    The experience has been painful for some and not what they anticipated.  […]

By |July 19th, 2010|Uncategorized|0 Comments

The Next 100 Million by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

Our current recession, which may end at the end of this quarter, has been severe.  The impacts upon housing, unemployment, business formation, and the toll on existing companies and our citizens exceeds any recessions since the “Great Depression.” However, in the middle of these trying times, Joel Kotkin has authored “The Next Hundred Million.”  Mr. […]

By |June 28th, 2010|Uncategorized|2 Comments