IN THE NEWS

Books
:

Independently Wealthy—by Dr. Robert Goodman
[Subtitled: How to Build Financial Security in the New Economic Era]
Dr. Goodman is the Senior Economic Advisor, Putnam Investments
Acknowledgement Section: "I am also grateful to James O. Davis whose thoughtful comments helped clarify the technical details relating to the taxation of some of the financial vehicles mentioned in the book."

Periodicals:

Business Week: "Personal Business—Tax Plays of Unmarried Couples"  (February 1, 1999, Pg 128E10)

Money Magazine: "Family Trust"—An article featuring the estate plan of Jim and Diane Jefferson designed by Mr. Davis including over two pages of photographs of the Jefferson's and their family.
(September, 1999, Pages 12, 134-141)

Financial Planning Magazine: "Strategic Planning: Marry, Marry? Quite Contrary"—When Committed Couples aren't married, planners must create air-tight estates, obtain insurance and maximize tax benefits (July, 1996, Pages 130-132  [Photo of Davis, Page 131])

Newspapers:

San Francisco Examiner: "Bay Area at Ground Zero as Market Falls"
(March 13, 2001, Section A-12)

San Francisco Examiner: "Local [Advisors] Look Askance at Tax Plan"
(August 8, 1993, Section A-6)

The Wall Street Journal: Interviewed by telephone on various topics

Radio & Television:

CNBC: Interviewed by telephone 

CNN: Interviewed by telephone

KPIX (Channel 5): Interviewed by telephone 

 

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA  & SIPC
Centaurus Financial Inc. and The Financial Advisory Group are not affiliated companies.
James O. Davis, Registered Representative [California Insurance License #0712211]