Doug Adler
As a professional in the unique financial challenges facing individuals approaching retirement, he provides sound financial advice and exceptional service to his clients. Focusing on overall financial management and the creation and protection of wealth, Doug assists business owners, managers, successful individuals and certain qualifying retirees with unique financial and retirement planning strategies.
When speaking of his work, he does so with conviction and enthusiasm. "My objective is to effectively assist my clients in achieving their financial goals. My role is to serve as my clients' Personal Chief Financial Officer, and my job is to do all the construction and heavy lifting for them."
As a lifetime learner and teacher, Doug has conducted numerous seminars and workshops. And he has earned the Accredited Asset Management Specialist (AAMS®) and the Wealth Management Specialist (WMS) designations. To learn more and to read additional articles, please visit our website at: www.dougadler.com
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Articles by Doug Adler
October 07, 2010
As every investor knows the equity markets have been extremely volatile in recent weeks, months and even years. There are many explanations for the extreme volatility and it may be worth "viewing" history to see the bigger picture as it relates to the market´s recent actions and what may lie a...
June 02, 2010
Master Limited Partnership (MLP)is a limited partnership that is publicly traded on a securities exchange such as the New York Stock Exchange (NYSE) or NASDAQ. Due to their listings on stock exchanges, MLPs combine the tax benefits of a limited partnership with the liquidity of publicly traded securities.
April 21, 2010
According to Plan Sponsor magazine bond mutual funds saw a record inflow in 2009. In fact, Strategic Insight, which is an Asset International company, announced that full year 2009 inflows to bond funds were an all-time record of $396 billion! Conversely, stock mutual funds, excluding Emerging M...
March 01, 2010
If you are interested in the possibility of ultimately taking tax-free distributions for your qualified retirement plan (traditional IRA, SEP, etc.) then you may be interested in a newly effective Internal Revenue Service (IRS) provision that allows all of us to convert some or all of our pre-tax retirement accounts (traditional IRA, SEP, etc.) to Roth IRAs. And if you are a high-income taxpayer, chances are you haven't been able to participate in a Roth IRA.
August 24, 2009
Concerned about risk in your investment portfolio? If so, you will want to read "Time to Revisit Portfolio Risk Management" By: DOUGLAS J. ADLER, AAMS®, WMS, Senior Vice President, Investments at Adler Wealth Management of Raymond James & Associates.