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David Zumbusch – In The News

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e-Media Wire - April 8, 2008

Buffalo, MN -- President of Sportsmen Dream Financial, David Zumbusch, has been highlighted in a national publication for his knowledge of conservation easements, a financial planning strategy benefiting land owners. This news release was distributed via e-Media Wire and reprinted by journalist and bloggers across the country. To hear his interview on the subject with PR Web - [Listen here (pod cast)]


Unwinding Highly Concentrated Stock Positions - March 2008

Portfolio Diversification Can Minimize Stock Market Risk -

Most Americans who invest in stocks know that market volatility and stock price fluctuation are normal and to be expected. They also need to understand that maintaining a diversified portfolio is important. The old adage ‘don’t put all your eggs in one basket’ is still good advice. Anyone in doubt should ask an Enron employee. [ Click Here to Read More ]


Keep a Cool Head When Markets Get Volatile - Three Tips to Help Investors Deal with Stock Market Conditions - January 2008

As any investor knows, investing in the stock market over the past year has been like riding a roller coaster – with some gut-wrenching drops like the Dow’s 326-point slide in late January 2008 followed by highs, like the 298-point rise the same day. That roller coaster ride has tested even the most stoic of investors, but those with a professionally prepared, long-term financial plan most likely have fared better than most do-it-yourself investors. [ Click Here to Read More ]


Making Financial Resolutions for a Better 2008 – December 2007

Clean Sweep takes on a whole new meaning when you’re talking about organizing your financial records. Think about how important it could be to have all of your important financial information in one place,” says Dave Zumbusch. “As a society, we are more mobile than ever. Online account aggregation programs make critical information accessible from anywhere in the world.” Read Zumbusch’s tips to help get your financial house in order. [ Click Here to Read More ]


e-Media Wire – November 2007

Dave Zumbusch explains how in small doses alternative investments may possibly help to stabilize a portfolio. Because alternative investments are not typically tied to the traditional stock and bond markets “they can help reduce market volatility. They also have the potential to help improve overall portfolio returns,” says Zumbusch. This news release was distributed via e-Media Wire and reprinted by journalists and bloggers across the country. To hear his interview on the subject with PR Web –listen here(pod cast).


Finding Alternatives to Traditional Investments – November 2007

Dave Zumbusch explains how in small doses alternative investments may possibly help to stabilize a portfolio. Because alternative investments are not typically tied to the traditional stock and bond markets “they can help reduce market volatility. They also have the potential to help improve overall portfolio returns,” says Zumbusch. [ Check Here to Read More ] about finding alternatives to traditional investments.


Research magazine – October 2007

Dave Zumbusch was featured in an article discussing how his love for the outdoors lead to his interest in a planning tool involving conservation easements. In Anatomy of a Niche, Zumbusch explains, “Hunting is a way of life for me and for many of my clients. A love of the outdoors and a respect for wildlife is one of the most important things I can pass along to my three sons, and that my clients can pass along to their families,” said Zumbusch. [ Click Here to Read More ]


Surviving The Credit Crunch – September 2007

We keep hearing that getting credit is much harder now that lenders are tightening their belts. But what kind of affect does this credit crunch really have on the ordinary man or woman? [ Click Here to Read More ] for Dave Zumbusch’s useful tips to surviving a credit crunch.


Building a Nest Egg for Your Golden Years – August 2007

“Many investors think that once they’ve reached retirement age, it’s time to kick back and simply withdraw the money they have accumulated. That’s simply not true,” says David Zumbusch. Read more [ Click Here To Read More ] for Zumbusch’s explanation of the differences in planning strategies for accumulation versus distribution of retirement income.


Keeping Emotions Out of Investing – August 2007

Recent investor behavior has David Zumbusch scratching his head and remembering Yogi Berra’s famous quote, “it’s like déjà vu all over again." [ Click Here to Read More ] four time-tested suggestions that Zumbusch believes could help investors avoid making irrational investment decisions during a volatile market.


Uncle Sam Extends Special Charitable Invitation through End of 2007 – June 2007

David Zumbusch offers advice that could help seniors make the most of their charitable donations by giving directly from an IRA account. Thanks to the Pension Protection Act of 2006, investors over the age of 70 can gift up to $100,000 directly from their IRA to a charity and avoid taxation on the distribution. [ Click Here to Read More ]


Going for the Green – May 2007

Increased attention to the effects of global warming has caused many investors to consider “green” investments as their way of helping the environment. David Zumbusch provides points to ponder before taking a green leap of faith. [ Click Here to Read More ] to learn three questions you should ask yourself about investing green.