18 Quotes by John Nersesian

If I want to build wealth to transfer to the next generation, I can let it grow on a tax-free basis.

Stressful jobs, loveless marriages, bad food-most people kill themselves slowly every day.

I lay in bed and watched moments break into phenomenal particles of panic and could actually see the divine crack of God’s ass as he completely turned his back on me.

We think the concern is well-founded, and that's not based on a prediction that inflation will be higher in the future, but we find that the impact of inflation is often underestimated in the planning process. Small numbers have a big impact over longer-term horizons.

Congress can address that dilemma, or growing probability of AMT exposure, by passing legislation that retroactively reduces that bite, and it would probably be as simple as maintaining or increasing the exemption amount.

The REIT market is liquid, there are low transaction costs in terms of getting in and out, and you avoid the maintenance headaches of ownership (while maintaining exposure to an asset class) that could perform well in theory should inflation go up.

It's the emotional vs. the rational or logical. In many instances, people view these balances as found money, but there are few instances when cashing out makes sense.

The goal isn't for the advisor to divorce him or herself from the brand, but rather to go beyond it.

The first question I ask an advisor is, 'What are you saying now when someone asks you what you do?' Oftentimes the advisor says: 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.