Economic Updates & Newsletters

 

Summer 2014 Newsletter

  • Finding a Balance between Risk and Return
  • Adjusting Your Retirement Portfolio
  • 5 Estate-Planning Tips for Dependents
  • Make Pension Decisions Carefully
  • Do You Really Need 70%
  • Two Types of Diversification
  • Financial Thoughts
  • Enjoying the Nice Weather
  • Mike's Surprise


 

Winter 2014 Newsletter

  • Whas Is a Reasonable Rate of Return?
  • Your Stock Allocation
  • When Can You Retire?
  • How the Fed Impacts the Market
  • Handling the Financial Aspects of Death
  • Asset Allocation Tips
  • Financial Thoughts
  • Market Update
  • On A Personal Note


 

Winter 2013 Newsletter

  • Defensive Investing - Is Now the Time?
  • What Mortgage Term Should You Select
  • The Case for Dividend Paying Stocks
  • Paying Off Debt Isn't Saving
  • Learn Income Tax Basics
  • Lowering Homeowners Premiums
  • Financial Thoughts
  • Market Update
  • Photo Tips for the Holidays


 

Fall 2012 Newsletter

  • Should You Contribute to Retirement Plans and IRAs
  • Office & Family Update
  • You're Never Too Old for a Roth IRA
  • Financial Harmony in Marriage
  • Bonds and Interest Rate Changes
  • Financial Thoughts
  • Uncertainty


 

Summer 2012 Newsletter

  • How Much Do You Need for Retirement
  • Thoughts on Europe
  • Follow Through on Your Estate Plan
  • How to Talk to Your Parent(s) about Their Finances
  • Keep Saving After Retirement
  • Good Investing Habits
  • Financial Thoughts
  • Are Bonds Still Good?
  • Mike's Corner


 

Spring 2012 Newsletter

  • How to Measure and Manage Investment Risk
  • Overdiversification
  • Taking Inflation into Account
  • Start Longevity Planning Now
  • Market Timing vs. Buy and Hold
  • Know When to Exit
  • Financial Thoughts
  • Family Update
  • Economic Update


 

Winter 2012 Newsletter

  • Saving and Life Planning
  • Why Do Interest Rates Fluctuate
  • Is the U.S. Past Its Savings Crisis?
  • Your Plans for Retirement
  • Estate Planning for Unmarried Couples
  • Times Are A Changing
  • The Basics of Interest Rates
  • Financial Thoughts


 

October 2011 Economic Update

  • Uncertain Times
  • Recent Turmoil
  • A Positive Note
  • Problem and Potential Solution
  • European Debt Crisis


 

October 2011 Newsletter

  • Fall Arrives
  • Investing Before and After Retirement
  • Managing Withdrawals in Retirement
  • Thinking Strategically About Risk
  • How Much Disability Insurance
  • Financial Update


 

July 2011 Newsletter

  • Greetings
  • How the housing market impacts retirement planning
  • Calculating your life insurance needs
  • Finding money to save
  • Staggered retirements
  • Financial thoughts


 

June 2011 Update

  • Thoughts on the economy
  • Manufacturing outlook not healthy in state, U.S. - Detroit News
  • Health Update - Apples are the No. 1 produce for pesticide contamination - USA Today
  • Dirty Dozen/Clean 15 wallet card
  • An estate is a terrible thing to waste
  • The Federal estate tax is back and may be here to stay


 

Spring 2011 Newsletter

  • Current Happenings...
  • Mike's trip to Germany
  • Protecting your computer
  • Getting to know your beneficiaries
  • Jack Lalanne's Words of Wisdom
  • Many saw net worth fall during recession

Winter 2011 Newsletter

  • Happy New Year from the Reed Family
  • Economic Update


 

   
   

 

 

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