Category Archives: Investment Topics

The Investment Plan – Part II

By admin | Published: July 23, 2010

BY DONALD L. HAISMAN, CFP® This is the second in the series of articles outlining what goes into the Haisman Wealth Management Inc. written Investment Plan that describes your investment strategy. You were most likely provided an Investment Plan or similar plan at the beginning of our professional relationship. In part one of this series, which debuted [...]

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Foreclosed Homes – Does It Make Good Investment Sense?

By admin | Published: July 16, 2010

The national mortgage delinquency rate grew to 9.2 percent in May, up 2.3 percent from a month earlier and 7.9 percent from a year earlier, according to the latest report from mortgage performance data and analytics provider Lender Processing Services. RealtyTrac, a leading online market for foreclosure properties, believes that current foreclosure prevention programs and processing [...]

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For a Higher Yielding Investment – The Return of the Personal Loan

By admin | Published: April 27, 2010

With continued low interest rates, most people are looking for a better yielding investment. At the same time, lending requirements are relatively tight for most consumers. Both needs could be addressed by borrowing outside the banking system from family or friends. It is likely that the lender could obtain a higher interest rate than the [...]

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The Investment Plan – Overall View

By admin | Published: April 16, 2010

By – Donald L. Haisman, CFP® This is the first in the series of articles outlining what goes into the Haisman Wealth Management Inc. written Investment Plan. You were most likely provided an Investment Plan or similar plan at the beginning of our professional relationship. As with any investment made in life—a family, a home, a college [...]

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Too Rich For A ROTH? Things Have Changed

By admin | Published: December 31, 2009

Beginning in 2010, new tax rules will give more people access to a Roth individual retirement account, one of the most valuable plans in which to accumulate money for retirement or heirs. The changes permanently eliminate both the income and tax return filing status limitations on transferring money from a traditional IRA to a Roth [...]

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What to Expect from Sudden Wealth

By admin | Published: November 5, 2009

By Donald L. Haisman, CFP® Our Informative Whitepaper Do not be surprised if you find it hard to handle how you should live now that you suddenly find yourself with wealth. You need to be on solid ground emotionally and have a plan of action, otherwise the winnings will make your life difficult. The key to your [...]

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