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Do You Know Where Your Money Went?
Douglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFP®) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships.
As part of assisting clients with their overall wealth management needs, AllSquare Wealth offers estate planning analysis. Any need for legal work is referred out to qualified attorneys.
Tax Planning vs. Tax Preparation
Douglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFP®) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships.
As part of assisting clients with their overall wealth management needs, AllSquare Wealth offers estate planning analysis. Any need for legal work is referred out to qualified attorneys.
Bond Performance Update
Daniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. In this capacity, his responsibilities include developing, implementing, and monitoring investment portfolios for customers of the firm.
AAllSquare Wealth Management is a Federally Registered Investment Advisory Firm.
AllSquare Wealth Management, LLC is a registered investment adviser.
Will Your Mutual Fund Outperform?
Daniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. In this capacity, his responsibilities include developing, implementing, and monitoring investment portfolios for customers of the firm.
AAllSquare Wealth Management is a Federally Registered Investment Advisory Firm.
AllSquare Wealth Management, LLC is a registered investment adviser.
Does Your Portfolio Match Your Risk Tolerance?
Daniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. In this capacity, his responsibilities include developing, implementing, and monitoring investment portfolios for customers of the firm.
AAllSquare Wealth Management is a Federally Registered Investment Advisory Firm.
AllSquare Wealth Management, LLC is a registered investment adviser.
Taxation of Casino Gambling Winnings And Losses
By: Daniel C. Ertel, CPA
AllSquare Wealth Management, LLC.
Daniel Ertel is a Schenectady-based CPA whose firm recently merged with AllSquare Wealth Management in order to provide its clients with a broader array of services, including financial planning, investment management, estate distribution planning, risk management strategies, etc.
Daniel Ertel’ s CPA firm designed accounting records first used by Schenectady Off Track Betting, later to become part of Capital OTB. (Schenectady was the first City in the United States to establish an OTB Branch in 1972).
Charting Your Course
Douglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFP®) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships.
As part of assisting clients with their overall wealth management needs, AllSquare Wealth offers estate planning analysis. Any need for legal work is referred out to qualified attorneys.
Income Tax Preparation Checklist
Douglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFP®) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships.
As part of assisting clients with their overall wealth management needs, AllSquare Wealth offers estate planning analysis. Any need for legal work is referred out to qualified attorneys.
Active Management – Can You Win the Loser’s Game?
Daniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. In this capacity, his responsibilities include developing, implementing, and monitoring investment portfolios for customers of the firm.
AAllSquare Wealth Management is a Federally Registered Investment Advisory Firm.
AllSquare Wealth Management, LLC is a registered investment adviser.
Fees and Commissions in the Financial Services Industry
Daniel Bauer, CFP® serves as the Chief Investment Officer of AllSquare Wealth Management, LLC. In this capacity, his responsibilities include developing, implementing, and monitoring investment portfolios for customers of the firm.
AAllSquare Wealth Management is a Federally Registered Investment Advisory Firm.
AllSquare Wealth Management, LLC is a registered investment adviser.