Bruce's Blog

Bruce's Bits of Brilliance

Bruce A. Lefavi shares his insights into financial planning and bulletproof wealth management.

investment 12 Apr 2010
Last Minute Tax Advice by Bruce Lefavi Comment (0)

Bruce shares his last minute tax advice during an interview on Saturday, April 10.

 

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investment 9 Apr 2010
Evade Higher Taxes! by Bruce Lefavi Comment (0)
Obama is spending more money than ever. Recently the government passed a whole slew of tax increases in the Health Care Reform Bill. Now more than ever you need to be bulletproof. Paying higher taxes in our future, unless you know of the smart ways to avoid it.
Tune into Bulletproof Your Financial Future this week. The show is going to be all about what you need to know to keep from paying higher taxes. If you have questions, give me a call during the show. I'd love to hear from you!
investment 1 Apr 2010
Bulletproof Your Financial Future - April Newsletter by Bruce Lefavi Comment (0)

Check out this month's issue of Bulletproof Your Financial Future. In this issue:

Financial Planning: Keys to Successful Investing  Now
Mortgage Planning: The Best Time to Buy a Home
Insurance Help: Three Devastating Mistakes
Legal Assistance: Estate Planning Simplified 

Click here to download this latest issue! 

investment 8 Mar 2010
March Newsletter by Bruce Lefavi Comment (0)
If you haven't had a chance to read this month's edition of Bulletproof Your Financial Future - Newsletter, you're in for a treat. Check it out online here.
investment 16 Feb 2010
Radio Highlights - Estate Planning for 2010 by Bruce Lefavi Comment (0)
In 2010 there are a lot of changes you need to be aware of, to make sure your estate plan is bulletproof. Check out hese hightlights from Saturday's show: 

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investment 5 Feb 2010
Save the Date by Bruce Lefavi Comment (0)
 
Client Appreciation Day
 
Saturday, April 24, 2010
8:30 am – 1:30 pm
 
The Grand America Hotel
555 South Main Street
Salt Lake City, UT 84111
 
Clients and guests interested in becoming Lefavi Wealth Management Clients are encouraged to attend a day filled with the latest investment information.
 
Space is limited to 500 available spots.
To reserve your seat, call (801) 486-9000.
investment 1 Feb 2010
February Newsletter 2010 by Bruce Lefavi Comment (0)

Don't forget to take a look at this month's newsletter edition of Bulletproof Your Financial Future.


You can download it online for free HERE.

 

Also, while you are on our website, why not register? It is free and easy. You'll receive free information and access to over 50 of Bruce's Best informational resources. Click HERE for financial advice, you can't afford to miss out on. 

2010 is an exciting and dramatically different from years past. This month's issue has timely information about rising mortgage rates and 2010 changes in the estate and gift taxes. In addition, you'll find additional information about 2010 changes for Roth IRAs in our past newsletters from AUGUST (part 1) and SEPTEMBER (part 2). This year could be one of the most important years that will affect your financial future.

 

 

investment 25 Jan 2010
Lost and Found by Bruce Lefavi Comment (0)

Some investors are calling the last ten years The Lost Decade. As you can see by the chart below, we have significantly outperformed the major market indices. It looks like the markets broke Bruce's Law #1: Don't loose the money!

More information and important disclosures about our performance and that of the represented indices can be accesses by clicking on the graph image above or by calling 1-888-702-7823.

investment 4 Jan 2010
Radio Show Highlights: 2009 Turkeys by Bruce Lefavi Comment (0)

Who were the Turkeys of 2009, well there were some great ones.

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investment 1 Jan 2010
January Newsletter by Bruce Lefavi Comment (0)
Here to provide you with up to date and useful financial information is this month's edition of Bulletproof Your Financial Future Newsletter. In this month's issue:

The Rise and Fall of Gold
- Is gold a smart investment? Is it really safe? 

Is It Time for a Financial Makeover?
- Get out of the cycle of debt: how to use your mortgage to save money. 

Jumping Over Dollars to Pick Up Dimes. 
- Saving money may end up costing you more in the long run.
  When it comes to your estate plan, sometimes you pay for what you get.

 

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