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Financial Services
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| Announcements |
Rebalancing 101: How To Get Your Portfolio Back On Track ~ From Brian J. Tewksbury |
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Posted by: thepinetree on 12/10/2015 10:17 AM
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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 |
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Posted by: thepinetree on 11/19/2015 02:40 PM
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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 |
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Posted by: thepinetree on 11/04/2015 03:16 PM
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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 |
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Posted by: thepinetree on 11/03/2015 10:35 AM
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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 |
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Posted by: thepinetree on 10/13/2015 01:54 PM
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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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Tips To Help Improve Retirement Confidence |
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Posted by: thepinetree on 10/02/2015 02:32 PM
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Murphys, CA...Click Below To Watch A Video On Tips to Help Improve Retirement Confidence
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Three Factors to Consider When Investing for Retirement |
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Posted by: thepinetree on 09/23/2015 09:29 AM
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Murphys, CA...Click Below To Watch A Video On 3 Factors To Consider When Investing For Retirement
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Calaveras Community Foundation Establishes Butte Fire Disaster Relief Fund |
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Posted by: thepinetree on 09/14/2015 09:42 PM
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Angels Camp, CA...The Calaveras Community Foundation (a 501(c)(3) non-profit) has created the Disaster Relief Fund to provide disaster assistance in Calaveras County. The Foundation will be focusing on post-event recovery and is currently assessing how best to use its financial resources.
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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You May Need An Affordable Care Act Exemption. ~ Gail Lee |
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Posted by: thepinetree on 03/17/2015 06:34 AM
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Arnold, CA...The 2014 tax season is bringing new challenges with the reporting requirements for the Affordable Care Act. If you did not purchase required qualified minimal coverage, you may be subject to a penalty. If you qualify for one the exemptions from penalty, you may need a Certificate of Exemption from Covered California. Apply for it now. You will not be able to file your tax return without it....
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You May Need An Affordable Care Act Exemption. ~ Gail Lee |
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Posted by: thepinetree on 03/06/2015 04:07 PM
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Arnold, CA...The 2014 tax season is bringing new challenges with the reporting requirements for the Affordable Care Act. If you did not purchase required qualified minimal coverage, you may be subject to a penalty. If you qualify for one the exemptions from penalty, you may need a Certificate of Exemption from Covered California. Apply for it now. You will not be able to file your tax return without it....
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