Press releases for financial planner

New Book, The Investment Answer, Now Available at Amazon.com (2010-08-19)
Dan Goldie Financial Services LLC announced today that its newly published book, The Investment Answer, is now available through Amazon.com in both paperback and Kindle versions.

Dan Goldie Interviewed by Dow Jones/WSJ Financial Adviser (2010-04-09)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that its President, Dan Goldie, was recently interviewed by Dow Jones/WSJ Financial Adviser regarding the benefits of outsourcing.

Announcing 'Check-up 2010' A Complimentary Financial Review for Individual Investors (2010-02-20)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that it is offering a complimentary financial review for individual investors with portfolios of $1 million or more.

Dan Goldie Financial Services LLC Reports Double-Digit Asset Growth in 2009 (2010-01-12)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, reported today the firm’s assets under management grew to over $350 Million as of December 31, 2009.

Dan Goldie Financial Services Supports Estate Tax Reform in 2010 (2009-12-08)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced its support today for revising current estate tax law.

Dan Goldie Financial Services Supports Extending IRA Charitable Rollover Provision (2009-11-25)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that it supports the extension of the IRA Charitable Rollover Provision, which allows seniors over the age of 70 1/2 to give tax-free donations to qualified charities out of their Individual Retirement Accounts.

Dan Goldie Financial Services Continues to Recommend 529 Plans (2009-11-14)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, continues to recommend 529 college savings plans to save for higher education needs despite the concerns of some after last year’s market meltdown.

Investors Benefited from Portfolio Rebalancing in Market Downturn (2009-11-05)
Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that investors benefited from portfolio rebalancing during the recent market downturn and subsequent recovery.

Wealth Manager R. Todd Kernaghan Receives Prestigious Five Star Client Satisfaction Award (2009-06-25)
R. Todd Kernaghan, a financial services professional for more than a decade, has received the prestigious Five Star: Best in Client Satisfaction Award.