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Financial Services


Federal Reserve Continues Edging Up Interest Rates

Posted by: thepinetree on 06/13/2018 09:02 PM
Washington, DC....Information received since the Federal Open Market Committee met in May indicates that the labor market has continued to strengthen and that economic activity has been rising at a solid rate. Job gains have been strong, on average, in recent months, and the unemployment rate has declined. Recent data suggest that growth of household spending has picked up, while business fixed investment has continued to grow strongly. On a 12-month basis, both overall inflation and inflation for items other than food and energy have moved close to 2 percent. Indicators of longer-term inflation expectations are little changed, on balance.

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Jim Bailey Takes Over Former AAA Insurance Office in Angels Camp

Posted by: thepinetree on 06/08/2018 02:50 PM
Angels Camp, CA...There’s a new insurance option in town – one with a face many in Calaveras County might find familiar. Jim Bailey, a resident of Murphys, California, has taken over the old Angels Camp AAA location at 465 S. Main St in Angels Camp. “AAA made the decision to leave Angels Camp but I decided to stay in Calaveras County. I am a member of this community, and everything it represents. So instead of leaving, I decided to start an office of my own and continue serving the people in Calaveras County in the best way I know how. I’m proud to be able to be here to help locals find the insurance coverage they need. It’s a community I know and one I look forward to continuing to help in any way I can.” – Jim Bailey, City Underwriting Agency with Jim Bailey

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Calaveras County Financial Leadership Forum is May 23rd

Posted by: thepinetree on 05/10/2018 03:36 PM
Angels Camp, CA...The Calaveras County Chamber of Commerce in conjunction with Quest Capital Strategies, Inc. is pleased to announce the first annual Calaveras County forum on Financial Leadership at the Bret Harte Performing Arts Center, May 23, 2018 from 4:30pm – 8:00pm. This event is designed to educate the public while providing an opportunity to showcase Chamber members and financial leaders within the county. The forum will consist of a panel of experts from the following fields: Banking, Insurance, Financial Planning, Investments, Real Estate, Tax Professionals, Estate Planning

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Interested In Purchasing A Home? Call Judy Today for a Personal Consultation!

Posted by: thepinetree on 04/19/2018 03:39 PM
Arnold, CA...Judy Bettencourt purchased a home in Blue Lake Springs in 2004 and decided to make it her full time residence in 2008. Judy has been helping clients with homeownership since 1998. Besides her desire to help people with their dream of home ownership, she has a passion for the outdoors and enjoys hiking and cross country skiing.

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There's Still Time to Contribute to an IRA for 2017 ~ From Brian J. Tewksbury

Posted by: thepinetree on 04/14/2018 11:37 AM
Murphys, CA....There's still time to make a regular IRA contribution for 2017! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2017 ($6,500 if you were age 50 by December 31, 2017). For most taxpayers, the contribution deadline for 2017 is April 17, 2018.  You can contribute to a traditional IRA, a Roth IRA, or both, as long as your total contributions don't exceed the annual limit (or, if less, 100% of your earned income). You may also be able to contribute to an IRA for your spouse for 2017, even if your spouse didn't have any 2017 income.

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Hop on the e-Bus in Jackson or Sonora to get Your Taxes Done for Free

Posted by: thepinetree on 04/04/2018 09:59 AM
Sonora & Jackson, CA...Need help filing your federal and state income taxes?
The e-Bus will be in Jackson on April 9-10 and in Sonora on April 11-12 providing free tax prep to those earning $54,000 or less, the Amador Tuolumne Community Action Agency announced. The bus will be staffed with IRS-certified Volunteer Income Tax Assistance (VITA) preparers, who will complete returns and check to see if taxpayers qualify for the expanded, cash-back California Earned Income Tax Credit, or CalEITC.
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Half Off When You Make H&R Block Your Tax Headquarters

Posted by: thepinetree on 03/02/2018 09:50 AM
Angels Camp, Jackson, Valley Springs & Ione, CA...You Could Get Up To $3000 The Day You File At H&R Block. Come into an H&R Block tax office in Angels Camp, Jackson or Valley Springs to meet with a tax professional who can handle all your tax preparation needs. Our expert tax preparers can't wait to help you prepare and file your taxes. They'll find every last tax deduction available so you get the most from your tax return.

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Semiannual Monetary Policy Report to the Congress by Fed Chairman Jerome H. Powell

Posted by: thepinetree on 02/27/2018 08:27 AM
Washington, DC....Chairman Hensarling, Ranking Member Waters, and members of the Committee, I am pleased to present the Federal Reserve's semiannual Monetary Policy Report to the Congress. On the occasion of my first appearance before this Committee as Chairman of the Federal Reserve, I want to express my appreciation for my predecessor, Chair Janet Yellen, and her important contributions. During her term as Chair, the economy continued to strengthen and Federal Reserve policymakers began to normalize both the level of interest rates and the size of the balance sheet. Together, Chair Yellen and I have worked to ensure a smooth leadership transition and provide for continuity in monetary policy. I also want to express my appreciation for my colleagues on the Federal Open Market Committee (FOMC). Finally, I want to affirm my continued support for the objectives assigned to us by the Congress--maximum employment and price stability--and for transparency about the Federal Reserve's policies and programs. Transparency is the foundation for our accountability, and I am committed to clearly explaining what we are doing and why we are doing it. Today I will briefly discuss the current economic situation and outlook before turning to monetary policy.

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Dow Plunges Almost 1,600 Intra-Day Before Closing Down 1,175.73

Posted by: thepinetree on 02/05/2018 12:15 PM
New York, NY...Dow Plunges Almost 1,600 Intra-Day Before Closing Down 1,175.73. Today's move was the largest intra-day drop in history.


Tax Cuts & The Jobs Act 2017 & What It Means For You! ~ By Gail Lee, EA

Posted by: thepinetree on 12/28/2017 11:06 AM
Arnold, CA...After much debate and wrangling, Congress has given us long awaited changes in how Americans are taxed. Most changes are effective on January 1, 2018. Here are some highlights of many changes as we all prepare for planning opportunities.

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