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30+ years helping company owners shelter hundreds of thousands in taxes in legitimate retirement plan and other wealth building devices.
All-weather investing style seeking absolute returns with low managable risk because business owners take all their risk in the operating business they manage
Registered Investment Advisor (RIA).
Bonds, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Gordon Asset Management, LLC
We do three primary things: 1. wealth management, including investment advice for high net worth (HNW) and high income individuals, family trusts and charitable trusts. 2. ERISA Fiduciary services for 401(k) and other Defined Contribution retirement plans; investment services for cash balance pension plans;
plan design expertise for HCEs wanting large tax deductions of up to $300,000/year. 3. Exit Planning for Private Business owners primarily intra-family or insider sale to key execs. 3rd part sales referred out to investment banking relationships
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Gold has my attention and the fear trade is on; Can Obama create jobs? Doubt it, even if Congress apppropriates $300 billion of money!
Sep 8, 2011
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