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Financial Services


Announcements

Wine and Investments Workshop in Murphys On March 30th...Only 10 Spots Still Available

Posted by: thepinetree on 03/28/2016 07:16 PM
Murphys, CA...Join BluePrint Asset Management for a complimentary evening of wine and appetizers at the Historic Murphys Hotel on March 30th.  You'll enjoy fun conversation, fantastic wine and food, and useful financial information no one has ever told you before.

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Wine and Investments Workshop in Murphys On March 30th

Posted by: thepinetree on 03/08/2016 11:15 AM
Murphys, CA...Join BluePrint Asset Management for a complimentary evening of wine and appetizers at the Historic Murphys Hotel on March 30th.  You'll enjoy fun conversation, fantastic wine and food, and useful financial information no one has ever told you before.

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Three Winning Tickets Sold For World Record Jackpot! One Calaveras Ticket Was So Close...

Posted by: thepinetree on 01/14/2016 07:51 AM
West Des Moines, IA...There were three jackpot winners (one in California, one in Florida and one in Tennessee. One Calaveras Resident was O So Close....

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Stevenson Wealth Management Is Ready To Help You Achieve Your Financial Goals ~ 209-785-4660

Posted by: thepinetree on 01/13/2016 03:21 PM
Copperopolis, CA...Stevenson Wealth Management Is Ready To Help! Give them a call at 209-785-4660! New rate sheets area enclosed...

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A Savings Carol ~ From Brian J. Tewksbury

Posted by: thepinetree on 12/22/2015 07:56 AM
Murphys, CA...A Savings Carol ~ Video presented by Brian J. Tewksbury.


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Rebalancing 101: How To Get Your Portfolio Back On Track ~ From Brian J. Tewksbury

Posted by: thepinetree on 12/10/2015 10:17 AM
Murphys, CA...Rebalancing 101: How To Get Your Portfolio Back On Track. Video presented by Brian J. Tewksbury.


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Disaster Relief Fund Spurs Widespread Cooperation

Posted by: thepinetree on 11/19/2015 02:40 PM
Angels Camp, CA...A $100,000 donation from the Amador Community Foundation (ACF) to the Calaveras Community Foundation’s (CCF’s) Disaster Relief Fund is a prime example of how the response to the devastation of the Butte Fire has fostered increased cooperation between the diverse organizations of the Motherlode. “We are very gratified, and frankly a little surprised, at the number of individuals, businesses, and non-profit organizations that have used our fund to channel their efforts to respond to the needs of the people who have suffered and to mitigate the effects of the fire,” says Brent Harrington, CCF Treasurer. “We feel confident that the relationships established, and enhanced, will be a benefit for our area in the years to come.”

Donations may be sent to the Foundation at PO Box 1436, Angels Camp, 95222, or by using the PayPal button on its website: www.calaverascommunityfoundation.org. Please indicate “DRF” on your checks or in the PayPal comment box. For further information, call the Foundation Office at 209/736-1845.
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Stevenson Wealth Management Now Accepting New Clients ~ 209-785-4660

Posted by: thepinetree on 11/04/2015 03:16 PM
Copperopolis, CA...Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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Health-Care Reform Changes Affecting Employers ~From Brian J Tewksbury

Posted by: thepinetree on 11/03/2015 10:35 AM
Murphys, CA...The 2010 Patient Protection and Affordable Care Act (ACA) includes provisions that directly affect employers and business owners. The following is a brief overview of some of the ACA provisions that employers should be aware of. SHOP Marketplace The ACA created the Small Business Health Options Program (SHOPs) to help small businesses provide health coverage to their employees. The SHOP Marketplace is available to employers with 50 or fewer full-time equivalent employees and provides a forum for employers to compare health insurance coverage based on price and benefits offered, and purchase suitable insurance for employees.

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Investors Should Consider Selling Volatility As An Asset Class ~ By Cory Burnell, CFA

Posted by: thepinetree on 10/13/2015 01:54 PM
Valley Springs, CA....(Local Financial Adviser Cory Burnell recently contributed to one of Forbes Magazine's 10 Best Lists) The following is his first paragraph and a link over to the Forbes piece..."Traders primarily invest in these exchange-traded products to profit from a decline in the Volatility Index, known as the VIX, and from the roll yield common in the VIX futures markets (called contango). However, there’s an opportunity here for long-term investors too because that roll yield produces significant returns over time. For example, VelocityShares Daily Inverse Short-Term ETN (XIV) launched on November 30, 2010 and since that time it is up a whopping 143% compared to almost 76% for the SPDR S&P 500 ETF (SPY), as of September 29, 2015."

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