Fair Tax Part 1 of 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.

 

Underlying all conversations about annuities is the issue of tax deferral and the marginal tax bracket for most investors.   This calculation of the value of tax deferral,  plus the acknowledgement of the exclusionary ratio (the percentage of annuitized withdrawals credited as principal or interest) represent the two key tax advantages annuities provide American savers.

This is […]

By |August 31st, 2010|Uncategorized|14 Comments

What’s in a Name by Lincoln Collins

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.

People ask me, “Why did you name your company WealthVest,  what does it mean?”

Naming a company – like naming your child – is an important early decision for your company; it’s a critical aspect of the brand, an indelible mark.  And a good name means something to your customers.  It should be emotive and help […]

By |August 18th, 2010|Lincoln Collins|0 Comments

Capital Gains Part 3 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 even people who believe they should hold on to their assets rather then sell them when the country is characterized by a high capital gains tax.

Harry Wallop Consumer Affairs Editor writes on the repercussions,

“The institute studied America, where the rate has changed substantially – both up and down – since the 1950s. It […]

By |July 30th, 2010|Uncategorized|2 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

European Debt Crises Part 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.

Don’t worry about the Greek debt crisis
That was the clear stance of James Bullard, President of the Federal Reserve Bank of St. Louis, last week in London. His major message was sovereign debt crises occur frequently, but in my opinion his strongest statement is on the resilience of the US economy so far:

“In all, the […]

By |June 25th, 2010|Uncategorized|0 Comments

European Debt Crises Part 2 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.

Credit Default Swap Spreads/ Why Does the Market Think A Crisis Might Occur

CDS spreads have always been a central part of any discussions on the imminence, probability, and magnitude of a debt crisis. This one is no different. CDS contracts act essentially as insurance on debt, and when they rise, the market is indicating that […]

By |June 23rd, 2010|Uncategorized|0 Comments

European Debt Crises Part 1 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.

Just as the market shaking waves of the global credit crisis began to ebb, an older, and equally potentially damaging, dilemma reared its ugly head. The phrase “public debt” has been on everyone’s lips for a while now, but it has discovered new emphasis recently. Lately, you’ve probably heard the phrase in reference to Greece, […]

By |June 22nd, 2010|Uncategorized|0 Comments