Planning documents and whitepapers
Planning documents
Audit Percentages [pdf] Healthcare Implementation Timeline [pdf] Musicians and Singers - Tax Checklist [pdf] Selected tax credits for kids [pdf] Benefits Checklist – Tax/Investment/Financial Planning for 2009/2010 [pdf] CFA Code of Ethics and Standards of Professional Conduct [pdf] Risk tolerances and investment preferences questionnaire [pdf] Regulatory disclosures ( ADV Part II ) [pdf] New York Statutory Short Form Power of Attorney [pdf] New York Statutory Major Gifts Rider [pdf] Privacy policy
Whitepapers
Core Portfolio Whitepaper[pdf] Is a Roth conversion right for me? Probably not, but... [pdf] Index-linked Certificates of Deposit [pdf] OlsonTFP Investment Philosophy and Approach[pdf] What is the difference between a mutual fund and an exchange traded fund? [pdf] Why won’t you give me an opinion on an individual stock?[pdf]
Business Summary
