David S. Meyers, CFP® Meyers Wealth Management

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About David S. Meyers, CFP®

Started in the famed Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

In 2008, established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services. In 2009, moved from Massachusetts to Palo Alto, California.

 

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Recently Published

What Happened to my Tax Exemptions?

August 17, 2018

Or: The TCJA giveth, the TCJA taketh away. One huge change in the tax code as a result of the 2017 TCJA (“Tax Cuts and Jobs Act”) was that there are no longer “personal exemptions”. Previously, each exemption worked — in addition to either the standard deduction or itemized deductions — to effectively lower one’s […]

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Did You or Did You NOT Lose The Home Office Deduction?

May 1, 2018

There’s been a lot of confusion regarding the impact of the Tax Cuts and Jobs Act of 2017 (Also known as TCJA, or as the “Trump Tax Cuts”). One particular source of such confusion is regarding the loss of certain itemized deductions — previously included as part of the “Job Expenses and Certain Miscellaneous Deductions” […]

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If you get a random e-mail from IRS concerning a tax refund… delete it.

April 26, 2018

“If you get a random e-mail from IRS concerning a tax refund… delete it. It’s a scam, the Service warns. The e-mail tricks people into opening a link by saying that incorrect information was detected on their tax refund account. The link goes to a fake page where scammers try ot steal your personal information. […]

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Ideal Clients

  • Generation X

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300/hr
  • Retainers: $3,000+
  • AUM: 1%

SEC Records

States Registered

  • California

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