DFI Wealth Management Blog

Wealth of Financial Information

Browsing Posts published in September, 2011

Business or Home Asset Tracking Template   If you need a Microsoft Excel spreadsheet for tracking your small business assets or even home inventory assets try this free Excel template from Vertex42. The Asset Inventory worksheet is set up to help you include the following information:        Item description (Name, Description, ID Tag, Category)        [...]

Expenses That are Eligible as Business Deductions   Keeping good records is essential so make sure you keep accurate and detail records so you will be ready when you sit down to complete your tax return. The following expenses can be deductible if ordinary and necessary, as well as reasonable. Keep in mind if your [...]

“The challenge” Internet Marketing Training Course 2011 Several days ago in a post I discussed the launch of the “The Challenge” 2011 free internet marketing training course presented by Ed Dale and his associates. This is the second year in a row that I have completed the course. My understanding is that the “Challenge” has [...]

What Role Should Municipal Bonds Play in Your Portfolio?   First question one should ask “is my current tax bracket appropriate for munis?”  If you are not in the at least 30 % or higher bracket perhaps you should consider corporate instead. Munis have become less predictable in recent years due to economic woes of [...]

Getting Started in Internet Marketing Before wasting a lot of time and money exploring the possibilities of internet marketing or affiliate marketing you should read this article “Getting Started in Internet Marketing” a guide to wisely navigating the income potential of being your own boss and operating a home based business. There is a lot [...]

Is it Time to Add REITS to Your Retirement Plan? Real Estate Investment Trust commonly known as equity REITs has historically out the broader market when faced with troubling economic times. Dividend growth and yield sustainability with interest rate and inflation protection; an improving economy benefits equity REIT operating fundamentals. REITs provide investors with a [...]

Taxes on Offshore Accounts   The tax laws here in the U.S. concerning income, states that income earned worldwide is taxable to all U.S. citizens and legal residents and that include offshore accounts. The law declares any foreign accounts and pay taxes on the income it earns. Steep fines can be imposed for not filing [...]

Buying a Second Home   If you are considering a second home, long-term investment prospects may be favorable. There are a lot of properties available in attractive vacation areas because many people are trying to unload their second homes. Although second homes may be available at bargain prices, buying them now might not be so [...]

Morningstar New Rating System We were all accustomed to Morningstar’s star rating system from one star to five stars grading from the lowest appreciation potential (1 star) to the highest potential (5 stars). Beginning in the fourth quarter, this new rating system will affect ranking for global funds. The new rating will not replace the [...]

IPO’s – Does it makes sense to buy?   Initial public offering more commonly know as an IPO is when a company issues common stock or shares to the public for the first time. They are often issued by smaller, younger companies seeking capital to expand, but can also be done by large privately owned [...]