Blog

Enjoy this month’s edition that features an update on the economy, changes to Moneywatch ADV and cyber security tips.

Economy & Fed Outlook - David Rubenstein is an American financier and philanthropist best known as co-founder and co-chief executive officer of The Carlyle Group, a global private equity investment company based in Washington D.C. He is also currently serving as chairman of the Kennedy Center for the Performing Arts and chairman of the board of trustees at Duke University, his alma mater. According to Forbes ranking of the wealthiest people in America, Rubenstein has a net worth of $2.5 billion.

Enjoy this month’s edition that features…

Facts:

Per recent commentary from CNBC…

Enjoy this month’s edition that features a client’s thoughts on the complications of dying, important year-end deadlines, update on TD Ameritrade’s Advisorclient portal and reminder about potential email fraud.

Enjoy this month’s edition that features several updates to our investment portfolio, an Email Fraud and Identity Theft notice, holiday open house invitation and reminder on how clients can access their statements via their secure MONEYWATCH VAULT.

Enjoy this month’s edition that features an update on the economy and stock markets, a highlight on the income oriented funds we own and instructions on how clients can access their statements via their secure MONEYWATCH VAULT.

Enjoy this month’s edition that features an update on the economy and stock markets in addition to highlights on TINY, BGT and JATTX.

Enjoy this month’s edition which features a brief outlook on the economy and highlights some factors affecting the Dow Jones Industrial Average.

Enjoy this month’s edition which starts with the birth announcement of Chase Hammond. From there, we discuss the importance of saving for the future, sooner rather than later. We also have a quick summary of the economy. Then we discuss the importance of notifying us of life events and creating an estate plan.