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Two Minutes to Strengthen Your Financial Future, Jentner.com
Investing principles from Jentner Wealth Management. Visit Jentner.com for more information.

The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
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February 2014 Episodes:
Jentner Wealth Management
  • Pub Date: Feb 24, 2014
  • Investing lessons from the wealthy
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  • Investing lessons from the wealthy.

    Each year the IRS publishes data about the estate tax returns filed with the government. Estate tax returns are required by people who have relatively larger estates. Can we learn something from these returns?¹ This is Bruce Jentner of Jentner Wealth Management with two minutes to strengthen your financial future. Here are three interesting statistics.

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.
Jentner Wealth Management
  • Pub Date: Feb 17, 2014
  • Financial scammers increasingly target the elderly
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  • Financial scammers increasingly target the elderly.

    According the Wall Street Journal, one in five Americans 65 years or older has been abused financially. This is Bruce Jentner of Jentner Wealth Management with two minutes to strengthen your financial future. According to the Journal, the fleecing of older Americans is becoming an epidemic. People 60 years and older made up 26% of all fraud complaints tracked by the Federal Trade Commission in 2012, the highest of any age group.

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.

Jentner Wealth Management
  • Pub Date: Feb 10, 2014
  • Help protect yourself by investing globally
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  • Help protect yourself by investing globally.

    I recently read about a small town in northern Chile that is about to get is first Porsche dealership. Over the past 20 years, this obscure port town has grown to over 300,000 people. With the growth of Chile’s copper mining, people are becoming increasingly affluent. Truck drivers can earn over $80,000 annually working for the local copper mines.This is Bruce Jentner with Jentner Wealth Management with 2 minutes to strengthen your financial future. Undoubtedly you are also hearing similar stories of modernization and a growing middle class all around the world. This is similar to what the United States of America experienced in the 1800s and 1900s. We were an emerging market, eventually growing to become one of the most dominant economies in the world.

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.

  • Pub Date: Feb 03, 2014
  • Don’t Get Tripped Up By Medicare Rules
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  • Don’t Get Tripped Up By Medicare Rules.

    I recently read about a financial advisor who retired at the age of 69. Because he liked his employer medical insurance plan, he continued his medical coverage under COBRA rather than enrolling in Medicare. Then, over the next year after his retirement, his medical insurance rejected a couple of his claims. Upon investigation, he learned his medical insurance plan considered itself to be the secondary payer because he was eligible for Medicare.

    The views expressed are intended to be general in nature. They should not be construed as investment advice or recommendations, but as illustrations of broader economic themes. The commentaries are provided for informational purposes only, and are not an offer or recommendation for any security or investment product, or a prediction of future performance.