If I want to build wealth to transfer to the next generation, I can let it grow on a tax-free basis.
More Quotes from John Nersesian:
Rebalancing doesn't work every time. It works over time.John Nersesian
When we speak with leading advisors, those that really take their practice seriously, the really good ones do have client advisory boards. They are willing to spend the time and effort to embrace other methods or practices.
John Nersesian
We think the concern is well-founded, and that's not based on a prediction that inflation will be higher in the future, but we find that the impact of inflation is often underestimated in the planning process. Small numbers have a big impact over longer-term horizons.
John Nersesian
The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.
John Nersesian
The first question I ask an advisor is, 'What are you saying now when someone asks you what you do' Oftentimes the advisor says 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.
John Nersesian
Readers Who Like This Quotation Also Like:
Based on Topics: Generation QuotesBased on Keywords: tax-free
All the ills of mankind, all the tragic misfortunes that fill the history books, all the political blunders, all the failures of the great leaders have arisen merely from a lack of skill at dancing.
Moliere
As in the rankest soil the most beautiful flowers are grown, so in the dark soil of poverty the choicest flowers of humanity have developed and bloomed.
James Allen
During the Fifties, political and military activities in Vietnam were heavily influenced by the French, who as recent colonial masters, made all-important decisions.
Nguyen Cao Ky