David Theus - John Hancock Financial Network-Jacksonville Della Porta

Doing My Best For You!

Thank you for visiting my web site and the opportunity to serve you in accomplishing your financial goals and investment objectives. 

 

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.  My education, experience, and professional affiliations have fostered my practical approach to offering financial services and advice to my clients.

Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.  Working together, we’ll formulate a strategy to help you achieve your goals; then I’ll recommend the appropriate products and services to help you execute your strategy.

Please, take a few moments and browse my site.  If I may be of assistance in answering any of your questions, please don't hesitate to contact me either by phone or email.  Thanks again for stopping by.

David Theus

 


 


 
Market Watch

May 22, 2012 @ 10:52 AM

Nasdaq 100 2,553.92+ 8.49
S&P 500 1,325.98+ 9.99
S&P 100 604.07+ 4.23
S&P Mid-Cap 400 933.74+ 8.11
10 Year Treasury Note 1.80+ 0.06

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Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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