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Financial Services
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The Economy Heads for Normal - Provided by Sabrina Julian |
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Posted by: Lea_Marie_C_Paar on 06/11/2014 01:28 PM
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Angels Camp, Ca...The stock market may be up and down this year, but America's economic recovery seems to be proceeding at a decent pace. Anyone who wants some evidence of that can find it in some key fundamental indicators. Pessimists may counter: didn't the economy grow just 0.1% in the first quarter? Indeed, that was the federal government's initial estimate - but the initial estimate of quarterly GDP is twice revised, and often drastically so. Other key indicators point to a healthier economy, and some suggest that March and April were better than presumed. Jobless claims reached a 7-year low this month. They decreased to pre-recession levels at last, with a seasonally-adjusted 297,000 applications received in the week of May 3-10, the fewest in any week since May 2007. Economists Reuters polled thought 320,000 claims would appear. Hiring has picked up. April saw employers hire 288,000 people with gains in the manufacturing, construction, and professional/technical sectors. Even state and local governments hired...
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Cory Burnell Among "Best Of Best" Financial Advisors Attending Barron's Summit |
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Posted by: thepinetree on 04/07/2014 03:51 PM
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Phoenix, AZ...Cory Burnell, CFA, an investment advisor in Valley Springs, attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 - 21 in Phoenix, AZ. 75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Investment Advisors and Advisors from Independent Broker Dealers...
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Investment Solutions At Stevenson Wealth Management |
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Posted by: thepinetree on 02/05/2014 03:55 PM
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Get Your Billion Back at H & R Block |
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Posted by: thepinetree on 01/16/2014 10:30 AM
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End-of-the-Year Money Moves ~ From Sabrina Julian |
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Posted by: thepinetree on 12/18/2013 02:04 PM
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Angels Camp, CA....What has changed for you in 2013? Did you start a new job - or leave a job behind? Did you retire? Did you start a family? If some notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and the next one begins. Even if your 2013 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth...
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What's the Potential Cost of Waiting? ~ From Mark Hughes |
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Posted by: thepinetree on 12/18/2013 02:58 PM
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Murphys, CA...Many clients have told me over the past couple of years they would like to move up to accommodate their growing families or to downsize now that the kids have moved on. While many have already done so, others have felt encumbered by a current home that couldn't be sold for a price that would cover the expenses...
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It Isn't Too Late to Save for Retirement If you're 40 or 50 and haven't begun, you must make the effort. Provided by Sabrina Julian |
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Posted by: thepinetree on 11/27/2013 06:57 AM
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Angels Camp, CA...Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated assets will have fewer years of compounding to benefit from, that shouldn't discourage them to the point of doing nothing. If you need to play catch-up, here are some retirement savings principles to keep in mind. First of all, keep a positive outlook. Believe in the validity of your effort. Know that you are doing something good for yourself and your future, and keep at it....
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The Good As Gold Law Firm of Jenna Maack and Susan J. Hibbs is Ready To Serve |
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Posted by: thepinetree on 11/23/2013 08:58 AM
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San Andreas, CA...The Good As Gold Law Firm in San Andreas is the home of Attorneys Jenna Maack and Susan J. Hibbs. Wills & Trusts, Probate, Conservatorships/Guardianships, V.A. Law & Family Law & Bankruptcy are just some of the areas where they can be of service. Their office is conviently located on Mountain Ranch Road in San Andreas. Give them a call at (209) 754-5291 and it is great to see additional professional services and being offered here in the county...
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Linton Consulting Is Ready To Serve |
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Posted by: thepinetree on 11/19/2013 09:09 AM
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Mountain Ranch, CA...Are you a business owner and wish you had a clearer vision and plan for the future, better control of your finances, or simply a fix for those nagging problems that impede productivity? Linton Consulting understands the unique challenges that business owners face, we offer services that address operational issues, inventory management, personnel and sales training. We offer a friendly, personal approach to evaluate your business and offer individualized strategies and action plans that can help you achieve your goals. You’ll have professional, hands-on assistance that could make the difference for your business success in the coming year!
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Investment Solutions At Stevenson Wealth Management Wine Social |
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Posted by: thepinetree on 10/21/2013 06:38 PM
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Copperopolis, CA...Last Wednesday evening we had the chance to stop by Copperopolis Town Square and the offices of Stevenson Wealth Management. They were holding one of their "Wine Socials" they have for clients to meed and talk about investing strategies and portfolio management. At this meeting they had representatives from a firm in San Diego who specializes in minimizing risk while returning better than market average returns.
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