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Duane E. Lee, II
Executive Vice President
dlee@cannonfinancial.com

 

           

Duane's Points to Ponder

Your Best Year Yet!

I'm going to predict your future for 2012. Forgive me in advance if this is rubs you the wrong way or is a bit too close to the bone.

It's not meant to be offensive, but it is meant to be objective.

1. You will break your resolutions by the end of January.

2. You will make the same amount of money as the average of your last 5 year's total income.

3. You will gain 2 pounds of body fat. Read More...

Recent Articles:
Duane Lee's Capital Ideas Newsletter:
December 2011
November 2011
September 2011
August 2011
June 2011
May 2011
April 2011
February 2011
January 2011
December 2010
November 2010
October 2010
September 2010
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010

AFIM CE Credit Materials
January 2012 AFIM Insights & Observations
December 2011 AFIM Insights & Observations
November 2011 AFIM Insights & Observations
October 2011 Moneyball Investing
August 2011 The Same Old Bear: A Study of Bear Markets and Stock Returns Since 1926
June 2011 Articles by Thought Leaders 2, 3, 4
May 2011 Managing Exposure to Extreme Markets
April 2011 Opportunities for Value Investors
February 2011 The Future of Fund Ratings
January 2011 Recommended Readings
December 2010 History of Securities Markets
(2 Articles) 1, 2
November 2010 Determinants of Portfolio Performance (5 Articles) 1, 2, 3, 4, 5
September 2010 Improving on Buy and Hold
August 2010 The Debt Supercycle
July 2010 Sleeping with the Enemy
June 2010 Smart Risk Taking
May 2010 The Future of Fund Ratings
April 2010 Why It's (Still) All About Sectors
March 2010 ETF Liquidity Explained

Points to Ponder: Readings designed to motivate and provide reflection to the reader.
Your Best Year Yet
Dreams
What I Learned by Learning
My Old Road Atlas
Aunt Molly
When You Run Out of Goals
Philosophy on Aging
Music and Memories
Desiderata
Presents from the Past
A Unique Way to Give and Give Back
The Boys of Fall
Ode to Mr. Liggett
John Wooden 1910-2010
Remembering
Graduation
Gifts to a Newborn
Enough Stuff
The River or the Goal
The Gifts of the season
Writing an Ethical Will
Tapestry of Life
Old Fashioned Hardware Stores
The Story that Hands Tell
1000 Marbles
Ithaka
Everything I Know I Learned in Kindegarten
If...
Touchstones For Tough Times

Resources:

2012 Key Numbers

Duane's Case Studies:
Business Succession Planning
Donor Advised Fund
Dynasty Trust

Duane's Concept Pieces:
2011 Year End Tax Planning Basics
Annuities as an IRA Investment Option
Equity Indexed Universal Life Insurance
Health Care Reform Considerations for Employers
In-Service Withdrawls
Long-Term Care Annuities
Return of Premium Term Life Insurance

Duane's On Demand Presentations:
529 Plans & Estate Planning
Asset Protection
Basic Estate Planning
Business Succession Strategies
Caring for an Aging Parent
Charitable Giving
Comparing Bond Yields
Disability Insurance Basics
Estate Tax
Financial Aid for College
Investing Basics
IRAs
Life Insurance & Estate Tax
Life Insurance Basics
Lifetime Transfers To Children
Loss of a Spouse
Net Unrealized Appreciation
Planning for Incapacity
Planning For Remarriage
Retirement Income the Transition Into Retirement
Retirement Planning with Annuities
Saving For College
The Impact of Inflation

Duane's On Demand Seminars:
Advanced Estate Planning
An Introduction to Annuites
College Planning
Estate Planning Basics
Financial Planning Basics
Investment Basics
Long Term Care
Planning for Long Term Care
Retirememt Income Planning
Retirement Basics
Roth IRA Conversions
Special Needs Planning
Variable Annunites

Recommended Books:

Clearing, Settlement and Custody (Securities Institute Operations Management)
By David Loader

Managing Technology in the Operations Function
By David Loader

More Recommended Books

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