|Other Names:||David Michael Schlossberg, David Schlossberg, David Wayne Schlossberg|
Assured Concepts Group, Ltd.
David Schlossberg, RFC, AIF is a representative at FSIC who helps business owners and professionals work towards acquiring, accumulating, distributing, and retaining wealth in a tax efficient manner. David retains clients throughout Northeastern Illinois, including such areas as Barrington, Schaumberg, Hoffman Estates, ...(see more)
In the early part of the last decade, the most common reason for families to replace their wills with a revocable living trust was to reduce exposure to estate taxes (a.k.a. death taxes or inheritance tax). With the advent of a $5 million per person exclusionary amount in the 2010 legislation1, and with the addition of portability provisions, many might think trusts are no longer necessary. But there are many reasons trusts should still be on the financial planner’s recommendation list.
In the wake of numerous scandals, like the Bernie Madoff Ponzi scheme, steps to safeguard your assets are more important than ever. Please read on to see how you too can protecting your assets to an even higher degree.
Financial blogger Jez Liberty follows the results of all of the major trend-following strategies, and many of the hedge funds that use them. He recently summarized the 'State of Trend Following in 2011' in a blog post, and concluded that the year ended 'deeply in the red' for almost all the major trend-following strategies.
Buy-and-Hold proponents frequently cite the "Best Days' argument in support of the Buy-and-Hold strategy. They produce statistics intended to show that a large portion of the Stock Market's total gains are contained in just a handful of days- the 'Best 10', 'Best 25', the 'Best 100', etc. Therefore, the argument goes, investors must stay invested all the time for fear of missing those 'Best Days'. A look at the most recent nearly 12 years of data (1/1/2000 - 11/30/2011), however, reveals significant flaws in the 'Best Days' argument.
David Schlossberg was recently interviewed by InsuranceNewsNet in regards to his thoughts and understanding of Contingent Deferred Annuities being offered as a newer product. Click on this link to read the complete article and David's perspective.
|Pension and Profit Sharing Plans||10%|
|Corporations or Other Businesses||5%|
|FSIC||3 years, 4 months||Jan 2010 - Present|
|Ing Financial Partners||5 years, 10 months||Jan 2004 - Nov 2009|
|Real Estate Partnership||9 years, 10 months||Jul 2003 - Present|
|Federal Employee Benefit Group||2 years, 7 months||Jun 2003 - Jan 2006|
|Ing Financial Partners, Inc.||6 years, 8 months||Apr 2003 - Dec 2009|
|Washington Square Securities, Inc.||8 months||Apr 2003 - Dec 2003|
|David Schlossberg, Independent Clerical Services||10 years, 9 months||Aug 2002 - Present|
|David Schlossberg, Independent Loan Officer||10 years, 10 months||Jul 2002 - Present|
|Assured Concepts Group, Ltd||16 years, 3 months||Feb 1997 - Present|
1 Criminal Disclosure
1 Criminal Disclosure
|As of Date||
|Uniform Combined State Law Examination||Series 66||05/03/2002|
|General Securities Representative Examination||Series 7||04/25/2002|
|Uniform Securities Agent State Law Examination||Series 63||08/10/2000|
|Investment Company Products/Variable Contracts Representative Examination||Series 6||08/10/2000|