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All Day Our Sunday Edition with Local Features, Local Specials & More Every Sunday All Day Long!
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Saturday, Jun 6
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Financial Services


Announcements

Things to Consider With and Inherited IRA ~ Presented by Sabrina Julian

Posted by: John_Hamilton on 08/30/2013 09:48 PM
Angels Camp, CA...Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster...

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Mayle Johnson Has Joined Wells Fargo

Posted by: John_Hamilton on 08/29/2013 11:13 PM
Calaveras County, CA..Mayle Johnson has joined the top-notch team of local Wells Fargo Home Mortgage professionals. Whether you're a first-time homebuyer, a seasoned homeowner or a savvy real estate investor, I'll work with you, from applicaiton to closing and beyond, helping you make informed home financing decisions.


Click Above to Get Started

Setting Up Your Estate to Minimize Probate Provided by Sabrina Julian

Posted by: thepinetree on 05/07/2013 09:41 AM
Angels Camp, CA...Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney's fees, appraiser's fees and court costs may eat up as much as 5% of a decedent's accumulated assets. Think tens of thousands of dollars, perhaps more. What do those fees pay for? In many cases, routine clerical work. Few estates require more than that. Heirs of small, five-figure estates may be allowed to claim property through affidavit, but this convenience isn't extended for larger estates...
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The Inflation Investment You’ve Never Heard Of ~By Cory Burnell, MBA, CFA

Posted by: thepinetree on 03/06/2013 04:18 PM
Valley Springs, CA...Many investors are concerned about the risk of increased inflation in light of the Federal Reserve’s unprecedented balance sheet expansion from $900 billion to $3.1 trillion since 2008. This concern is warranted and begs the question how to invest to profit from inflation and protect one’s purchasing power. The most common answers are to invest in commodities such as precious metals, oil, gasoline, agriculture, etc., or Treasury Inflation Protected Securities (TIPS), and while these may be good answers are there any others? I’m glad you asked, because there’s one you’ve probably never considered. Senior secured floating rate loans (a.k.a. “Bank Loans”) have historically offered a relatively high correlation with inflation along with attractive returns. For example, in the 10-year period ended 9/30/2012 the Morningstar Bank Loan category had a 0.37 correlation with inflation while the DJ-UBS Commodity Index only provided a 0.24 correlation. Interestingly, U.S. Treasury Inflation Protected Securities (TIPS), typically purchased by investors to hedge inflation risks, only provided a 0.07 correlation with inflation.*

cbrung1
*Courtesy of DWS Investments
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Cory Burnell, attends LPL Financial National Conference Focused on Bringing Value to Investors

Posted by: John_Hamilton on 08/31/2012 07:21 AM
Valley Springs, CA...Valley Springs, CA --8/29/12-- Cory Burnell, CFA from BluePrint Wealth Partners recently attended focus12, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker-dealer.* Held in San Diego, August 19 to 22, focus12 was one of the industry’s premier sales and education events for financial professionals. Approximately 5,000 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Christopher Dodd, former U.S. Senator and chairman and CEO of the Motion Picture Association of America; Zanny Minton-Beddoes, economic editor for The Economist; and James Cameron, noted screenwriter, producer and director....

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How Is Your Money Working For You Today?

Posted by: John_Hamilton on 04/05/2012 05:51 PM
Valley Springs, CA...We had the chance on Tuesday to interview Cory Burnell from Burnell Wealth Management in Valley Springs. He spent a few minutes giving us an update on his opinions on securities markets and how things are shaping up at this time...


Our Interview with Cory Burnell is Enclosed..
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Great Offers on Business Checking from Rabobank Angels Camp

Posted by: John_Hamilton on 11/04/2011 09:07 AM

Thank You Susan Rich & American Portfolios Financial Services, Inc.

Posted by: John_Hamilton on 07/15/2011 01:15 PM
We would like to welcome our newest Advertiser, Susan Rich & American Portfolios Financial Services, Inc.

“I think your money should work as hard for you as you work for your money.” ~By Susan J. Rich


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Pacific West Financial's Weekly Market Update Week of May 30, 2011

Posted by: John_Hamilton on 05/31/2011 10:36 PM
Copperopolis, CA...The Markets: Have you ever been through a period of recovery in your life? Perhaps you received an injury of some sort and needed time to heal. While recovering, we don't usually function at our peak level do we? We might experience a measure of discomfort or decreased mobility for a time. We may have good days and bad days. This aptly illustrates what our economy is going through...

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Tour Guides & Cantamos Kick off Free Music in the Parks at Copperopolis, Town Square THIS WEEK!

Posted by: Kim_Hamilton on 05/26/2011 05:42 PM
Copperopolis, CA....One show, two sounds and performances; The Tour Guides featuring Jessica Brittany Mouser, and Cantamos, (Tour Guides unplugged ) with lead singer, Michela Macfarland.....The 20th anniversary of Free Music in the Parks is kicked off at Copperopolis Town Square, by the Tour Guides & Cantamos. On Wednesday, June 15, starting at 6:30 pm, you will be transported to another destination with their renditions of numerous and timeless songs with an emphasis on Latin styles. Whether it is bossa nova, rock, country or jazz, their groove will move you.....
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