PRWeb.com Press Release Feed - PRWeb Press Release Account Feed http://www.rsspad.com/rss2a/105735.xml PRWeb.com Press Release Feed - Press Releases en xml@emediawire.com xml@emediawire.com 30 Dan Goldie Named Among Top 1,000 Financial Advisors in the U.S. by Barron's http://www.prweb.com/releases/2009/02/prweb2112094.htm Dan Goldie, an investment advisor to individuals and families in Menlo Park, California, has been included among the top 1,000 financial advisors in the United States by Barron's Magazine. This expanded list of advisors consists mostly of advisors affiliated with large banks and brokerage firms, but also includes a few independents like Mr. Goldie. (PRWeb Feb 20, 2009)

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]]> Fri, 20 Feb 2009 08:00:00 GMT http://www.prweb.com/releases/2009/02/prweb2112094.htm Dan Goldie Named Top 100 Independent Financial Advisor in the U.S. by Barron's http://www.prweb.com/releases/2008/08/prweb1223324.htm Dan Goldie, an investment advisor to wealthy individuals and families in Menlo Park, California, has been included for the second straight year among the top 100 independent financial advisors in the United States by Barron's Magazine. Mr. Goldie, a former NCAA champion and professional tennis player, was also included in the 2007 Barron's list of the nation's top advisors. (PRWeb Aug 20, 2008)

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]]> Wed, 20 Aug 2008 07:00:00 GMT http://www.prweb.com/releases/2008/08/prweb1223324.htm Dan Goldie Named to 2008 Bay Area's Top 25 Wealth Advisors List by San Francisco Business Times http://www.prweb.com/releases/2008/06/prweb986404.htm Dan Goldie, a wealth advisor to individuals and families in Menlo Park, California, has just been ranked #11 among the top 25 wealth advisors in the San Francisco Bay Area. (PRWeb Jun 1, 2008)

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]]> Sun, 01 Jun 2008 07:00:00 GMT http://www.prweb.com/releases/2008/06/prweb986404.htm Dan Goldie Named to the Barron's Top 100 Independent Financial Advisors in the U.S. List http://www.prweb.com/releases/2007/09/prweb550492.htm Dan Goldie, a former professional tennis player and current investment advisor to wealthy individuals and families in Menlo Park, California, has been ranked #37 among the top 100 independent financial advisors in the U.S. by Barron's. (PRWeb Sep 1, 2007)

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]]> Sat, 01 Sep 2007 07:00:00 GMT http://www.prweb.com/releases/2007/09/prweb550492.htm Dan Goldie Named to the San Francisco Business Times' Bay Area's Top 25 Wealth Advisors List http://www.prweb.com/releases/2007/05/prweb528916.htm Dan Goldie, an investment advisor to wealthy individuals and families in Menlo Park, California, has just been ranked #11 among the top 25 wealth advisors in the San Francisco Bay Area. (PRWeb May 26, 2007)

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]]> Sat, 26 May 2007 07:00:00 GMT http://www.prweb.com/releases/2007/05/prweb528916.htm How to Avoid Investment Mistakes with Mutual Funds http://www.prweb.com/releases/2006/08/prweb419944.htm Individual investors have made predictably poor decisions allocating their investment capital in response to increased stock market volatility in recent months. The disciplined approach to allocating capital followed by advisors who use Dimensional Funds avoids this mistake and leads to higher returns. (PRWeb Aug 4, 2006)

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]]> Fri, 04 Aug 2006 07:00:00 GMT http://www.prweb.com/releases/2006/08/prweb419944.htm Three Essential Lessons for Young Investors http://www.prweb.com/releases/2006/03/prweb356457.htm Young investors have the advantage of a long time horizon and no preconceived ideas of how to invest. Three essential lessons can help them become successful investors. (PRWeb Mar 9, 2006)

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]]> Thu, 09 Mar 2006 08:00:00 GMT http://www.prweb.com/releases/2006/03/prweb356457.htm Will Baby Boomers Hurt Stock Market Returns http://www.prweb.com/releases/2005/10/prweb298339.htm Significant numbers of baby boomers will retire in the next 20 years. Will they sell their stocks and cause trouble for the stock market? (PRWeb Oct 15, 2005)

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]]> Sat, 15 Oct 2005 07:00:00 GMT http://www.prweb.com/releases/2005/10/prweb298339.htm Portfolio Rebalancing is Critical for Investment Success http://www.prweb.com/releases/2004/11/prweb175106.htm The systematic rebalancing of an investment portfolio back to target allocations offers many benefits. Rebalancing keeps a portfolio at a specified risk level, potentially increases returns, and enforces the discipline of selling asset classes that have increased the most in value relative to others. (PRWeb Nov 6, 2004)

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]]> Sat, 06 Nov 2004 08:00:00 GMT http://www.prweb.com/releases/2004/11/prweb175106.htm Tax-Management Strategies Boost Returns for Investors http://www.prweb.com/releases/2004/09/prweb156884.htm Traditionally, investment managers have paid scant attention to the tax ramifications of their strategies on clients. There has also been a general lack of demand from clients for tax-managed strategies, but this is now changing as taxable investors are realizing the importance of maximizing after-tax returns. One manager that has been ahead of the curve in the research, development and implantation of tax-managed strategies is Dimensional Fund Advisors, a Santa Monica-based mutual fund manager, whose tax-managed funds have been remarkably tax efficient. (PRWeb Sep 11, 2004)

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]]> Sat, 11 Sep 2004 07:00:00 GMT http://www.prweb.com/releases/2004/09/prweb156884.htm Inherited IRA's are a Crucial Estate Planning Tool. http://www.prweb.com/releases/2004/08/prweb150576.htm Significant wealth will pass to the next generation in coming decades. Today's retirees can use their IRA assets as an efficient wealth transfer tool to help assure their heirs of years of additional tax-deferred growth. (PRWeb Aug 19, 2004)

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