Steve Weydert, CFP, MS

About the Author

Steve Weydert, CFP, MS

Steve Weydert is president of fee-only financial planning firm Weydert Wealth Management in Irvine, Calif.

• More Than Kin, Less Than Kind

  By Steve Weydert, CFP, MS  |  May 1, 2011

  Legitimate questions raised by Republicans should be answered.

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  An Alternative to FINRA Oversight

  By Steve Weydert, CFP, MS  |  April 1, 2011

  The SEC, like any organization, likes to protect its own turf.

• Target-Date Funds’ Subjective Objectives

  By Steve Weydert, CFP, MS  |  March 1, 2011

  Until now, fund companies, rather than employers, have set unrealistic objectives that call for high equity exposure, translated to high fees.

• The Quest for Tax Alpha

  By Steve Weydert, CFP, MS  |  November 17, 2010

  With the Bush tax cuts set to expire at the end of this year, advisors need a plan for actively managing Uncle Sam's upcoming bills for high-net-worth investors.

• How ETFs Benefit 529 Plan Investors

  By Steve Weydert, CFP, MS  |  November 1, 2010

  Every investment vehicle is under scrutiny these days, and 529 plans are not immune. These plans are still in their infancy, and were just gaining...

• An Advanced (and Unique) Investment and Tax Solution

  By Steve Weydert, CFP, MS  |  October 1, 2010

  A new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...

• Annuities: A Better Answer Than Social Security

  By Steve Weydert, CFP, MS  |  October 1, 2010

  Annuities don't exist in a vacuum, yet critics voice concerns as if annuities are compared to utopia, something akin to high returns, no risks and...

• A PIF in Action

  By Steve Weydert, CFP, MS  |  October 1, 2010

  Consider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top...

• IA Soapbox: B/D Marketing Departments Are Wrong

  By Steve Weydert, CFP, MS  |  September 1, 2010

  I believe the job of a B/D marketing department is two things: First, help the reps attract new prospects. Second, help the reps grow their...

• Asset Allocation

  By Steve Weydert, CFP, MS  |  September 1, 2010

  Behind the Numbers with Sam Stovall As part of former President George W. Bush's tax-cutting packages passed in 2001 and 2003, the tax rate on dividends...