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Author Archives: Friedenthal Financial

Welcoming Tommy Van Gemert

UncategorizedBy Friedenthal FinancialAugust 24, 2021

https://youtu.be/IY6Ucaem5LA

Tactical versus Strategic Asset Allocations

UncategorizedBy Friedenthal FinancialSeptember 30, 2018

Below is communication sent to our clients on 9/5/2018. We received great feedback so we wanted share thought-provoking communication with you.   Dear Clients, For years, we have talked about the unique aspects of each client’s portfolio. The key differences are generally Risk Tolerance, Tax Status, and the style of Asset Allocation. The first two…

How Will The New Tax Laws Affect You?

Asked & AnsweredBy Friedenthal FinancialDecember 29, 2017

Folks, We’re not accountants or tax specialists. However, we have been getting tons of questions about the new federal tax legislation (Tax Cuts and Jobs Act) which takes effect on Jan 1, 2018. So, with all appropriate caveats and qualifications, here are only some of the highlights that we get asked about the most, in…

AAL employees over 50

UncategorizedBy Friedenthal FinancialFebruary 23, 2017

Dear American Airlines Pilots and FAs,   If you are over 50 years old, you will want to pay attention to this. It has come to our attention that the there was a small hiccup in the transition between JP Morgan and Fidelity as it relates to your 401k plan. It only affects those participants…

Important Update – AAL Equity Stake

UncategorizedBy Friedenthal FinancialDecember 19, 2014

Dear AAL Employee,   It seems there may be some good news regarding the previously distributed Equity Stake in AAL stock.  As you are probably aware, the equity stake had originally been treated as a TAXABLE distribution.  Although, much discussion occurred at the time about the potential for it to be rolled directly into a…

Asked & Answered: Pension Termination

Asked & AnsweredBy Friedenthal FinancialNovember 19, 2014

11/18/2014   Brian from Bethesda, MD:   My company Pension is being terminated and I need to make a decision about how to receive my benefit.  Should I choose to take the lump sum or the annuity?   Friedenthal Financial:   Brian,   That’s a great question, and one that we hear frequently.  You may…

Asked & Answered: Debt Ceiling Crisis

Asked & AnsweredBy Friedenthal FinancialOctober 9, 2013

10/9/2013   Michelle from Minneapolis:   What is the Debt Ceiling and what is the big deal about reaching it?   Friedenthal Financial:   Michelle,   Certainly a popular question these days!  The debt ceiling is simply the maximum amount that the US can borrow at one time (currently $16.7 Trillion).  In each fiscal year,…

Asked & Answered: Zero Inflation?

Asked & AnsweredBy Friedenthal FinancialSeptember 18, 2013

9/18/2013   Douglas from Detroit, MI:   Why does the Federal Reserve target 2% inflation?  Why not target zero inflation?   Friedenthal Financial:   Douglas,   That’s a great question, without a purely objective and scientific answer.  However, the most elegant explanation of which we are aware is as follows.   Historical evidence suggests that…

This website is for general informational purposes only and does not constitute a complete description of our investment services. We are not rendering or offering to render personalized investment advice or financial planning advice though this website. This website is limited to the dissemination of general information and provides the means through which a prospective client may contact the adviser. Friedenthal Financial, LLC will render investment advice to potential clients only after: (i) we have delivered a disclosure statement as required under applicable securities laws; and (ii) the potential client has executed and delivered Friedenthal Financial’s investment advisory contract to us.
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