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Author Archives: David

Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management

Posted on May 11, 2012 by David

ByAllAccounts and Portfolio Pathway Partner to Provide a Unified Account Data View Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management BOSTON — May 3, 2012 – ByAllAccounts, the leader in account aggregation, and Portfolio Pathway, a portfolio management … more >

‘Fiscal Cliffs’, Financial Repression and Dividend Growth Stocks, Do they mix well?

Posted on May 4, 2012 by David

Seemingly everyone is buying dividend growth stocks these days and encouraged to do so. In large part, it is due to Central Bank Zero Interest Rate Policy (ZIRP) implementation over the past few years. There are many individuals purchasing dividend … more >

How are price earnings ratios calculated? Answer: Not like they used to be.

Posted on April 26, 2012 by David

So you are thinking, “I know how Wall Street calculates p/e (price earnings) ratios.” Well, the response might be ‘not exactly’! Historically, yes, p/e ratios where calculated using net income divided by stock price. For some time Wall Street has … more >

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Escaping Higher Bond Rates

Posted on April 23, 2012 by David

Today my article titled ‘Escaping Higher Bond Rates‘ was featured on a number of national websites to include Morningstar.com, The Online Investor, National Real Estate Investor and several others. In this article I touch upon numerous issues regarding the bond … more >

The Long-Term Care Dilemma

Posted on March 23, 2012 by David

Today my article titled ‘Long-Term Care Dilemma‘ was featured on a number of national websites to include Morningstar.com and The Online Investor. In this article I touched upon numerous issues regarding long-term care coverage to include, Who Will Take Care … more >

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2011 Tax Statements; Brokers delay tax statements for Investors

Posted on March 9, 2012 by David

Why the Delay in 2011 Tax Statements? Two articles below discuss changes in 2011 U.S. tax reporting law for all US Financial Institutions (custodians) and why there are delays in the receipt of these 2011 tax statements, and/or revisions to … more >

Gratke Wealth is on Pinterest

Posted on February 11, 2012 by David

During my ongoing, and extensive monthly readings, I always come across interesting charts and graphs. I ‘clip’ these items to use in future discussions with clients and prospective clients when discussing asset allocation models. Thanks to Pinterest, I now have a … more >

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Fed Intervention and the Market: A New Update

Posted on February 9, 2012 by David

A Graphical view of Central Bank monetary policy and the direct relationship it has to upwardly moving stock market prices. Where will the markets be once ‘easy money’ stops flowing into the global economies? Source: DShort.

Gratke Wealth | Investment v.s. Investor Return

Your Final Answer; DoL Issues Final Rule on 401(k) Fee Disclosure

Posted on February 3, 2012 by David

Source: Plan Adviser Magazine Feb 02, 2012 — The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) issued a final rule on 408(b)(2) fee disclosure Thursday. — The DoL also announced a three-month extension to the rule’s … more >

Independent 401k Plan Benchmarking; Fees, Services, Investments

Posted on January 31, 2012 by David

What is independent 401(k) Plan benchmarking? It is the process whereby the employer (called the plan sponsor) may gauge the competitiveness of his/her retirement plan across the industry. Our benchmarking services can and do review fees, service levels and investments. … more >

GRATKE WEALTH

Author Archives: David

Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management

‘Fiscal Cliffs’, Financial Repression and Dividend Growth Stocks, Do they mix well?

How are price earnings ratios calculated? Answer: Not like they used to be.

Escaping Higher Bond Rates

The Long-Term Care Dilemma

2011 Tax Statements; Brokers delay tax statements for Investors

Gratke Wealth is on Pinterest

Fed Intervention and the Market: A New Update

Your Final Answer; DoL Issues Final Rule on 401(k) Fee Disclosure

Independent 401k Plan Benchmarking; Fees, Services, Investments

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Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management

‘Fiscal Cliffs’, Financial Repression and Dividend Growth Stocks, Do they mix well?

How are price earnings ratios calculated? Answer: Not like they used to be.

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Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management

‘Fiscal Cliffs’, Financial Repression and Dividend Growth Stocks, Do they mix well?

How are price earnings ratios calculated? Answer: Not like they used to be.

"LIFE GETS BETTER WITH AGE"

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