David Walters in eHow

by David Walters, CPA, CFP®

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eHow, August 2010
David Walters shares advice for beginning investors.

About the Author
David Walters
Client Service Manager
Portfolio Manager
David Walters, CPA, CFP^®, joined Palisades Hudson as an associate in 2002 after receiving his B.S. in finance and accounting from New York University’s Stern School of Business. He became a client service manager in 2006 and also serves as a member of the firm’s investment committee. A Wisconsin native, David began his career in the Scarsdale office and transferred to Fort Lauderdale in August 2007.

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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
  CNBC, May 10, 2012
  Anna Pfaehler recommends keeping the larger investment picture in mind when bracing against a depressed bond market.
  Bloomberg, May 7, 2012
  Jonathan Bergman comments on the protection offered by floating-rate loans.
  View all Media Appearances
- Our Blog
  The True Cost of Cost Basisby Anthony D. Criscuolo, CFP®Congress managed to make the complicated issue of cost basis even more complex. Now taxpayers and professionals are doing their best to adjust....Continue reading
- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
  For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.

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