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In The News
Coping with the New Normal — July 2010
Slow economic growth, diminished investment returns, higher unemployment, tighter credit, the threat of inflation, and higher taxes will make the journey to normalcy and stability difficult. John Jenkins suggests seven strategies for adjusting to the new normal.
Investment News - June 6, 2010
John Jenkins was interviewed for an article in Investment News about client advisory boards. Jenkins, who has used a client advisory board for several years, was sought out for his advice to financial peers about the workings and value of seeking clients' opinion. Read "Want the truth? Try asking your customers."
Asset Preservation Strategies Advisors Speak at Industry Conference — June 2010
Both John Jenkins and Greg Banner, shared best business practices while addressing professional colleagues during several break-out sessions at the Securities America National Conference held June 5-8, 2010, in Huntington Beach, Calif. Click to read more.
“Pay me or pay me more later” — June 2010
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) tax provisions are due to expire by the end of 2010 possibly having a significant impact for many investors. With the sunset of these provisions, individual income tax rates in 2011 will revert to higher, pre-2001 levels. Read here for John Jenkins’ recommends to help investors adjust to a new tax landscape.
Health Care and Education Reconciliation Act of 2010 — May 2010
Now that Congress has passed the landmark health care reform package, much work needs to be done in dealing with new requirements. John Jenkins explains, “While the end result of the legislative process is necessarily health care related, the tax law plays a major role in its implementation.” Read the full article for planning strategies for dealing with a possible tax increase.
To Convert to a Roth IRA or Stay Traditional — April 2010
Interest in Roth Conversions is on the rise, and with good reason. The income restriction on Roth IRA conversion eligibility was lifted as of January 1, 2010, opening the door to a tax planning opportunity for millions of taxpayers who currently hold money in tax-deferred IRA and defined contribution plan assets. According to John Jenkins, “For most people, the conversion question will be answered only after multiple twists and turns.” Read the full article here.
Who Works for Whom? — March 2010
Everywhere you look, people are offering financial advice. Whether it is on the radio or in an office, everyone has an opinion of what is the best financial plan and financial tool for you and your family. You may be left confused and wondering whom you should trust for financial advice. In this article, John Jenkins offers four tips for whom to trust and why.
The Estate Tax is in Flux, So Concentrate on What you Can Control — February 2010
“Rather than spend our time second guessing Congress and bemoaning the continued lack of clarity from Washington, I urge clients to focus on an estate planning issue that potentially can have a greater impact on their heirs than whether the estate tax exemption increases – beneficiary designations,” says John Jenkins. Click here for tips to help properly designate your beneficiaries.
 Boomer Market Advisor – January 2010
Greg Banner at Asset Preservation Strategies was featured in the article titled, “Estate Planning for Your Business.” Industry journalist, John Sullivan spoke to Banner and his fellow collaborator, estate planning attorney Alejandro Matuk about strategies for working with retiring boomer business owners. Business owners “have to have a minimum of a financial planner, attorney and a CPA,” says Banner.
Strategic, Tactical, or a Little of Both? - January 2010
John Jenkins debates a tactical versus strategic asset allocation approach in light of continuing market ups and downs. “Neither is appropriate for all investors and in all markets,” says Jenkins. Today's investors may need a blend of both. Read the full article.
Research Magazine - June 2009
Controlling Risk Mandates Health Insurance Reviews - June 2009
"While an annual health insurance review is always helpful, today's risk adverse environment makes the evaluation imperative," says John Jenkins. Read how overlooking long-term health carecould potentially jeopardize your retirement.
San Diego Union-Tribune - May 22, 2009
A seesawing market that could wreak havoc on investments for years has many advisors at odds over long-held personal investing advice. San Diego financial advisor Gregory Banner explains that he and his partner departed from the conventional 'buy-and-hold' strategy by counseling their clients to unload significant portions of their equities more than a year ago. Read the full article.
Journal of Financial Planning - May 2009
Seeking sound financial guidance, many small businesses are making plans to not only survive the market downturn but to grow their business. Believing that periods of economic and business uncertainty are great times to work on the business itself, partners Greg Banner and John Jenkins explained how they are taking some of their own advice by turning the lens on their firm. "We're a small business, too. We're in growth mode and want to make sure we do it right," Banner told the Journal of Financial Planning magazine. Read Guiding Your Small-Business Clients Through the Downturn Maze.
Lifestyle and Economic Changes May be Permanent - May 2009
The severity of the financial crisis may be laying the foundation for deep, long- term change. John Jenkins suggests three tips to help adjustto an economic shift by choosing risk management over risky business.
Managing Your Finances during the Great Recession – April 2009
It’s likely that we could be in a secular bear market. So what exactly does that mean, and more importantly, how does that impact investment strategy? While there is no general prescription that will solve the woes of all investors, John Jenkins suggests any tactical moves should be a function of the safety of your income stream, how much you have already saved, and framed by your life stage and goals.
 Financial Planning magazine – March 2009John Jenkins was featured in the article titled, “What Works Now.” Jenkins shared best practices to help fellow advisors manage their businesses during rough economic times. “As the market sank,” Jenkins says, “communication became essential to keeping clients happy.”
Growing up Is Never Easy – but Something We Must Do – March 2009
Faced with plummeting investment accounts, declining home values, and the real prospect of job loss, Americans are suddenly doing what they’ve needed to do all along – spend less and save more. This recession is causing real pain, but according to John Jenkins perhaps it will lead to more mature financial practices. Click here to read the full story.
You Deserve a Team of Financial Champions - February 2009
Not only can multiple advisors help provide a reassuring checks and balances system, but their broad range of expertise may help translate into more strategic financial decisions. John Jenkins looks at the ways teamwork can be particularly beneficial in managing finances. Read more.
Three Steps to Take Today to Survive in the Recession - January 2009
No matter what kind of economic stimulus package comes out of Washington, it's going to take time to feel the real impact of such action. So how will consumers survive through the coming quarters, until the economy stabilizes? Read long-time financial professional, John Jenkins' tipsfor managing personal finances during a recession focus on three themes.
CNBC | MarketWatch | Yahoo! Finance | Los Angeles Times – January 2009
If you are flustered by economic conditions that are not likely to disappear too soon, then it’s time to focus on what you can control. To ring in the New Year, John Jenkins is among a group of experienced financial advisors offering a range of philosophical and tactical advice to help ensure your joys outweigh your anxieties in the year ahead.
FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) - November 2008
Long-time financial professional and president of Asset Preservation Strategies, Inc., John Jenkins, has been named to the 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers(SM) list for the third year in a row. The complete list will appear in the February 2009 issue of San Diego Magazine. Click here to read the details.
The FIVE STAR Best in Client Satisfaction Wealth Manager Program is conducted by Crescendo Business Services LLC. (Crescendo) The rating was awarded to _ _ wealth managers throughout the country, for the year 2007. Each wealth manager was evaluated based on surveys conducted with 44,000 consumers as well as 5,000 financial professionals, and are evaluated across nine different attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Both favorable and unfavorable evaluations are incorporated in to the overall evaluation score. Each wealth manager is also reviewed for regulatory actions, civil judicial actions, and customer complaints as reported to FINRA. The 2007 FIVE STAR Wealth Managers do not pay a fee to be included in the research or final list of Wealth Managers. The rating reflects an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee future investment success. For a complete description of the Evaluation/Selection Methodology please click here.
Open Enrollment Season for Employee Benefits – October 2008
The US Department of Labor’s Bureau of Labor Statistics estimates nearly 30 percent of each employee’s salary comes in the form of benefits. However, if you are like most people, you flip through the glossy brochure of options and push it aside promising to take a closer look next year. “By not investing the time to make informed choices, you may be leaving money on the table and putting your future at risk,” says John Jenkins. Read Jenkins’ list of Questions Every Employee Should Be Asking about benefit options.
Investing in a Volatile Real Estate Market – October 2008
The subprime lending crisis continues and For Sale signs linger in neighborhood lawns. So is investing in the real estate still the tried-and-true method for building wealth, even during a down real estate market? John Jenkins shared his thoughts on this timely subject with the local media.
Researchmagazine, May 2007
In Incorporating the Value-Add, in this magazine for financial advisors, industry journalist Marie Swift explores what some financial advisors do to provide extra value to their clients. She cites the efforts Greg Banner makes to educate his clients, as well as his ability to do some matchmaking among clients when one’s needs and the other’s services are a good fit.
Encinitas Guitar Orchestra Performance, April 13, 2007
John Jenkins is a member of the Encinitas Guitar Orchestra which recently performed at the Bethlehem Lutheran Church in Encinitas. Members of this community group range in age from young teens to sixty-somethings. To learn more about the group’s performances and to listen to some of their music, visit www.encinitasguitarorchestra.com.
Financial Planning magazine, August 2006
John Jenkins provides insights for an article written by industry insider David Drucker who says that sometimes advisors must earn their clients' business by investing smarter than the competition. John offers clients alternative investments coupled with specialized tax planning, says Drucker in the article.
Research magazine, June 2006
Greg Banner is quoted in Boomers Bailing from Businesses, an article written by industry guru David Drucker for financial advisors. “We asked some experienced advisors the most important considerations and strategies to weigh when advising boomer business-folk on converting businesses into income streams,” Drucker says. “Four themes came up over and over again: valuation, teams, taxes and the softer side — what they will do when they're no longer down on the farm.” Read the article.
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