Lawrence M. Just, CPA

Audit, Tax, Consulting Services, Defense Contract Finance

My Blog

Blog

view:  full / summary

Viewed your statements from the 4th Qtr?

Posted on February 15, 2019 at 1:11 PM Comments comments (19)
Would you be interested to learn about a portfolio protection strategy using put options to try to limit the impact of market corrections, while preserving the full upside potential of a diversified group of equities?

larry

Posted on February 2, 2014 at 6:07 PM Comments comments (11)
Protection for young families and instant estate for the early years is important at first. Then accumulation of persona; and business assets, tax diversification and buy sell funding in the middle age years. Finally annuities with competitive returns to make sure you will never outlive your pension. Will meet at your convenience without obligation.

2013

Posted on January 1, 2013 at 11:04 AM Comments comments (4)
Well, we closed the books on 2012. In view of higher rates for 2013, we need to focus on how to increase income in any way possible. Please call for an appointment, and Happy New Year!

Larry

Posted on December 14, 2012 at 11:46 AM Comments comments (8)
Well, it is time to review your estimates for the year. Consider taking any available gains now. Please call for an appointment at your earliest convenience.

Rss_feed

0