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The latest articles from Desmond Wealth Management, Inc.
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BLOG | October 2019

October launches the time of year when proactive-tax planning strategies are swirling around like fall leaves. Tax saving opportunities should be discussed and implemented before the year-end when these tax saving strategies expire - we always encourage the savvy investor to rake in savings.
 
If we have not reviewed your financial picture in the last 12 months, give us a call. Reviewing your goals, taxes, investments, and planning for your required minimum distributions (RMD) should be re-visited every year. 
 
Are you expanding or looking to grow your business? Give us a call; we help business owners expand their companies every day with several types of services. In fact, we frequently serve as CPA Wealth Advisors for small business owners seeking a guide to help with strategic tax planning, setting up pension plans, or selecting the best accounting software, among other projects. We’re business owners ourselves!
 
Be sure to contact us to learn more about how we can help you pay less taxes and achieve your business goals.
                                             
Desmond Wealth Management and
Desmond Consulting Group

 
Excerpts:

Value Judgments: Viewing the Premium's Performance Through History's Lens

There’s a misconception in the markets: value stocks have lost their vigor.

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QUARTERLY MARKET REVIEW - Q3 2019

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress, climate change, inverted bond yields, the price of oil… you name it. There’s plenty to think about these days.

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Untimely Death Provides Lessons for Proper Estate Planning

Sometimes it takes celebrities like Whitney Houston or James Gandolfini, to show how poor estate planning can be costly and disruptive in so many ways. Philip Seymour Hoffman’s untimely death on February 2, 2014 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied.

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The Viability of the Value Premium Part IV: Future Expectations

If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

 

Going Global

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Dodge the 9 Top Elder Frauds

You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement.

However, always be on guard! Criminals seek to trick you into willingly handing over your hard-earned savings.

We hope we have your attention.

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Recent Articles:
Roth IRA Versus Traditional IRA: Which Is Better for You?
The Viability of the Value Premium Part III: The Investor's Long Haul
What Are the Tax Advantages of Homeownership?
Recent Market Volatility
Myths & Facts About Social Security
Why Desmond Wealth?

What Makes Us Different
 
Who We Serve

Our Blog: WealthMatters

Contact Us
(925) 932 - 1994



Please feel free to forward our information to someone like you who may also benefit from our wealth management, financial and tax planning services.  We rely on satisfied clients as our primary source of new business. Your referrals are both welcomed and truly appreciated!








1850 Mt. Diablo Blvd., #630
Walnut Creek, CA 94596
(925) 932 - 1994
www.DesmondWealth.com
www.DCG-CPA.com




Nothing in this email is to be construed for investment or tax advice. Please click here for our important Disclosures and
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Copyright © 2019 Desmond Wealth Management Inc, All rights reserved.


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