Michael L. Dalton founded Attentive Investment Managers, Inc., originally as a sole proprietor under the name of Michael L. Dalton CFP in 1991. Mr. Dalton earned his Bachelor's Degree in Accounting in 1968 from Humphrey's College. He received his Certified Public Accountant (CPA) Certificate in 1971. He earned the designation of Certified...
Michael L. Dalton founded Attentive Investment Managers, Inc., originally as a sole proprietor under the name of Michael L. Dalton CFP in 1991. Mr. Dalton earned his Bachelor's Degree in Accounting in 1968 from Humphrey's College. He received his Certified Public Accountant (CPA) Certificate in 1971. He earned the designation of Certified Financial Planner (CFP) in 1989 from the College for Financial Planning. He received his Master of Science Degree in 2000 from the College of Financial Planning, majoring in Retirement Planning.
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2017 3rd Quarter Report

The last few years of a bull market are always a bit of a mystery to professional investors; the market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic reasons for it. The current bull market churns on, even if nobody can explain it, and people who bail out in anticipation of a downturn do so at the risk of missing out on an untold number of months or years of (still somewhat inexplicable) gains. As nice as the returns have been domestically, international stocks this year have been even kinder to investment portfolios.

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Tax Reduction Strategies

​1. Pay Yourself First

The utilization of company retirement plans (401-k's and Simple IRA's) are the easiest way to build up tax advantaged assets for your retirement goals. Verify that you are contributing the amount required in order to maximize the employer's match. Above that amount it would usually be prudent to try to contribute the maximum amount possible in order to minimize your income tax liability.

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Tax Preparation Tips

  • Taxes

​As you get ready for your 2015 tax preparation, we have a few helpful tips so that you can quickly and efficiently ready yourself for your tax appointment. First and foremost – BE ORGANIZED! Remember that Time is Money. Most firms provide 'Organizers' for you to fill out, take a few moments and compare your current year data to your prior year – this will allow you to determine if there is anything that you may have inadvertently forgotten.

You will need to gather all of your W-2's, 1099's, K-1's, to name a few. If you are self-employed be sure that your books are up to date and it is helpful to have all your financials available (i.e. Balance Sheet & Income Statement).

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

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