Author Archives: David

 

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The Retirement Gamble | FRONTLINE | PBS

  • Written by David
  • May 21, 2013 at 11:53 pm
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On April 23, 3013 PBS Frontline program ran a documentary called ‘The Retirement Gamble’. This piece has created quite a ‘buzz’ of activity in the investment management, retirement plan blogosphere. In part what the documentary said, in part what it did not say.  Just google ‘retirement gamble’. This page is a discussion on that program [...]

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Thanks for Voting for Us!

  • Written by David
  • May 15, 2013 at 11:24 pm
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Last month we announced that Gratke Wealth was a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Top 10 Winners of Best Wealth Manager Logos Poll With your vote, Gratke Wealth’s logo and tagline placed thirteenth out of the top 25 Wealth Managers. This was from of a field of 230 finalist selected [...]

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Human Emotions, Investor Behavior; Too Predictable?

  • Written by David
  • April 10, 2013 at 11:02 pm
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Greetings, As a student of my industry, I have spent much time over the years learning about human emotions, investor behavior, or what we call behavioral finance; simply defined as ‘psychology and the mistakes we make with our money’. Here are just a few graphs I have recently come across to simply remind all of [...]

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We’re in the Finals! Top 25, please vote for us!

  • Written by David
  • March 27, 2013 at 5:31 pm
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Gratke Wealth, LLC is a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Yes that’s right! Gratke Wealth’s logo and tagline have been selected as one of the top 25 Wealth Managers out of a field of 230 finalist by the editors and art directors of AdvisorOne. AdvisorOne is a holding of Summit [...]

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Affiliations

  • Written by David
  • February 8, 2013 at 9:32 pm
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Gratke Wealth is proud to be a member of these fine organizations Please go here to view them.

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What wakes me up at night?

  • Written by David
  • February 7, 2013 at 1:53 am
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During a client meeting a few years ago, the client asked, ‘Dave, what keeps you up at night?‘. I wryly responded, nothing! After observing the intended reaction I stated, ‘No… it’s what ‘wakes me up at night’; that is the question. What is it then, that currently ‘wakes me up at night’? The over-valued markets [...]

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  Happy New Year 2013
 

Forecast 2013: Unsustainability and Transition

  • Written by David
  • January 15, 2013 at 7:23 pm
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Greetings to all in the New Year. As a regular reader of John Mauldin, author of  Endgame, The End of the Debt Supercycle and How It Changes Everything, I find his ‘Forecast 2013′ paper a ‘must read’. This paper is as close to a 2013 ‘prediction’ that I could offer, and much much more! Topics covered [...]

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Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses

  • Written by David
  • January 9, 2013 at 7:45 pm
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SIA SnowSports Snow Show Presentation Come join us, Thursday, January 31, 2013 at the Denver Convention Center, 4:30 p.m for a presentation on: Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on [...]

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Trade Shows

  • Written by David
  • December 18, 2012 at 11:17 pm
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Gratke Wealth Industry Trade Show Presentations: SIA SnowSports 2013 Show-CLICK THIS LINK HERE

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Know What You’ll Look Like in 30 Years — Maybe Then You’ll Max Out Your 401(k)

  • Written by David
  • December 6, 2012 at 6:30 pm
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This topic is one I discussed in a recent HR.com webinar ‘Save More Tomorrow’ which is the work of Dr. Shlomo Benartzi. The article from the link below discusses the behavioral finance issues around getting individuals to identify with themselves in the future; in this case,  saving for retirement inside of a 401(k) plan. http://www.wired.com/business/2012/12/retirement-magic-mirror/ [...]

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.