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How To Destroy Your Wealth In A Bond Mutual Fund

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How to get killed being in a bond mutual fund, recovery in the stock market while lots of money is going into bond mutual funds. Lots of questions remain about this recovery and how long will corporates be able to maintain this cost cutting

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How To Destroy Your Wealth In A Bond Mutual Fund

  1. 1. How to reduce<br />income tax&apos;s<br />How to reduce estate<br />tax liability<br />Items not covered by<br />Your current advisor<br />Reducing your income tax’s<br />Tax deferral<br />Finding a good investment advisor<br />Mutual funds<br />Reducing your estate tax’s<br />6 questions to ask your advisor<br />Chicago financial advisor<br />10 rules for 2010<br />How to destroy your wealth in a Bond Mutual Fund<br />Amir Homayoun Rafizadeh, MBA<br />Kruse Asset Management<br />Private Business Advisor<br />also known as “wadvisor”<br />
  2. 2. Disclosures:Past performance does not guarantee future results. The following material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. The information here should also not be used or relied upon for legal, tax and investment advice. Please consult your attorney, tax advisor or financial advisor for further consultation. The views discussed here may not be appropriate for all investors. Please conduct your own due diligence and research. Any forecasts and charts contained here are for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation.Opinions, estimates, forecasts and any other statements or financial forecasts/market commentary are based on current conditions and are subject to change without notice. <br />
  3. 3. Details in Blog<br />http://wadvisor.blogspot.com/2009/10/how-to-destroy-your-wealth-in-bond.html<br />
  4. 4. Contact<br />“Helping America one business, one non-profit, and one family at a time “<br />Amir Homayoun Rafizadeh, MBA<br />Private Business Advisor<br />Kruse Asset Management – www.kruseassetmanagement.com<br />wadvisor@gmail.com<br />http://twitter.com/wadvisor<br />http://wadvisor.blogspot.com/<br />Co-Founder of National Business Owner Advisory Council (NBOAC) <br />www.nboac.com<br />
  5. 5. Disclosures:Past performance does not guarantee future results. The following material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. The information here should also not be used or relied upon for legal, tax and investment advice. Please consult your attorney, tax advisor or financial advisor for further consultation. The views discussed here may not be appropriate for all investors. Please conduct your own due diligence and research. Any forecasts and charts contained here are for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation.Opinions, estimates, forecasts and any other statements or financial forecasts/market commentary are based on current conditions and are subject to change without notice. We believe the information contained in this presentation are obtained from sources that are reliable.<br />
  6. 6. Supplemental Informational Sources:JP Morgan Asset Management - www.jpmorgan.comInKnowVision LLC - www.inknowvision.comStandard and Poor&apos;s - www.standardandpoors.comWSJ – http://online.wsj.comBarron&apos;s - http://online.barrons.comCrestmont Research - www.crestmontresearch.comBarclays Capital - www.barcap.comUS Treasury - www.ustreas.govFederal Reserve – www.federalreserve.govCensus Bureau - www.census.govMorning Star - www.morningstar.comSchwab Institutional - www.schwabinstitutional.comNuveen Investments - www.cefconnect.comKruse Asset Management – www.kruseassetmanagement.comNational Business Owner Advisory Council – www.nboac.com<br />
  7. 7. Educating Business Owners<br />
  8. 8. Helping America one business, one non-profit, and one family at a time<br />Ethics<br />Expertise<br />Education<br />

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