D. Scott Neal, Inc.

Asset Manager

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20 Business Advisors Earn EPI's Prestigious CEPA Credential

This innovative educational program was specifically designed for business advisors who work closely with owners of privately held companies. Using an executive MBA-style format, the program is designed around a central case study and uses a combination of ...

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prnewswire.com
January 15, 2010
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Personnel file: Feb. 27

D. Scott Neal Inc.: Derek Hernquist has joined the firm as the portfolio manager for wealth preservation. Bellewood Home for Children: Reed Farley has been named chair for the board of directors for the Louisville-based home for abused and homeless youth ...

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Kentucky.com
February 27, 2012
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Advisers gear up for cost basis rule change

Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules. Some advisers already have added staff in preparation for the new rules of the ...

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Investment News
November 13, 2010
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Davis: Get a grip on finances

Cadence Steinpreis and her husband, LaJames, had a problem getting money to hang around very long. "It came in and would fly right back out," she said, "and nobody seemed to know where it was going." For Michael Overstreet, the problem was being able to ...

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Kentucky.com
August 28, 2010
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Tax reform plans seen as too tame

WASHINGTON - Some financial advisers are disappointed that the President's Advisory Panel on Federal Tax Reform didn't go farther than it did in advocating sweeping reforms, even though some proposals are considered by others as too controversial to be ...

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Investment News
November 6, 2005
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Roth 401(k) brings tax-free retirement closer

Why on earth, then, would you choose a Roth 401(k)? Running the numbers might convince you. A 40-year-old contributing 15% of her $90,000 salary would save about $1 million by age 65, assuming an 8% return. With the traditional 410(k), she'd have paid $ ...

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MSN Money
January 2, 2008
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MILAM COUNTY Courthouse Records

David H. Lilly and Laurie J. Lilly to Rita K. Howard – 17.9 acres, Sarah Wilhelm Survey A-69 (v. 1,207, p. 787). Warranty Deeds Loren Richard and Jarad Richards, attorney in-fact, to Thomas S. Gay – Westwood Subdivision (v. 1,207, p. 745). Christopher ...

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Rockdale Reporter
September 11, 2013
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Zimmerer Financial to merge with Lexington firm

Jerry Zimmerer, founder of Louisville-based Zimmerer Financial Planning, announced the merger of his firm with D. Scott Neal Inc. of Lexington. The merged company will operate under the name D. Scott Neal Inc. (http://www.dsneal.com). "This gives us the ...

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The Business Journal
June 29, 2000
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Merck A Popular Holdings Of Latest 13-F Filers

At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 09/30/2014 reporting period, and noticed that Merck & Co., Inc (MRK) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we ...

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The Street
November 21, 2014
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M.D. Update October 2011 - Oncology

M.D. Update travels across the state to investigate how trends in oncology care shape the day-to-day practice of multidisciplinary cancer centers large and small.

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Issuu
August 8, 2010
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Jerome Zimmerer

Client types are by firm, and represent a percentage of assets under management. For additional information on Jerome Zimmerer’s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ...

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USNews
April 2, 2012
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D. SCOTT NEAL, INC.

8:45PM ET - Dow Jones Business News GM Compensation Fund Settles With Crash Victim's Family --3nd Update 8:09PM ET - Dow Jones Business News Walgreens Boots Alliance, Inc. to Join the NASDAQ-100 Index Beginning March 23, 2015 8:05PM ET - GlobeNewswire ...

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NASDAQ
December 30, 2014
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Living The Same, Longer

The first time it happened was in the 1990s when Lynn Hopewell said, "Why not Monte Carlo simulations?" Hopewell, an ex-CIA communications engineer, entered the financial planning business in the 1980s, and after experimenting with popular planning ...

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Financial Advisor Magazine
November 30, 2007
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M.D. Update Issue #91

FINANCE Opportunities in Real Estate Have you ever been approached to invest in real estate? If you not, you likely will be someday. We routinely assist our clients in assessing opportunities and risks associated with making investments in commercial and ...

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Issuu
March 30, 2015
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Company Overview of Adjuvant Partners, LLC

Adjuvant Partners, LLC Presents at 7th annual Biotech Showcase Conference 2015, Jan-12-2015 . Venue: Parc 55 Wyndham San, Francisco - Union Square, San Francisco, CA 94102, United States. Adjuvant Partners, LLC Presents at BIO-Europe 2014, Nov-03-2014 02 ...

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Bloomberg
April 26, 2015
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Notable Holders of ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)

Empirical Financial Services, LLC 1-3 YR TR BD ETF 234,549 0.26% 13F BLACKROCK ADVISORS LLC 1-3 YR CR BD ETF 231,983 0.25% 13F Wellington 1-3 YR CR BD ETF 230,835 0.25% 13F Efficient Market Advisors, LLC 1-3 YR CR BD ETF 223,652 0.24% 13F Quantum Capital ...

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StreetInsider
January 2, 2015
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Advisers gear up for cost basis rule change

Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules. Some advisers already have added staff in preparation for the new rules of the ...

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Investment News
November 13, 2010
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Market Masters: Using Market Breadth for Portfolio Positioning

This is market breadth analysis at the most micro level, and something uniquely available to equity investors. In most trading vehicles, we have one big index to dissect in search of opportunity. In equities, we have an entire market of stocks that offers ...

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seeitmarket.com
July 30, 2013
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Upcoming Events

Lexington, KY – The deadline to nominate Kentucky students, businesses, schools and organizations that are promoting innovative uses of technology is quickly approaching as ConnectKentucky will again honor the commonwealth’s tech leaders at its 2011 ...

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Business Lexington
March 1, 2012
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Johnson & Johnson Popular Amongst Latest 13F Filers

At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2014 reporting period, and noticed that Johnson & Johnson (NYSE: JNJ) was held by 14 of these funds. When hedge fund managers appear to be thinking alike ...

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Forbes
January 6, 2015
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