July 7, 2014

Greetings! I trust that this will find you well and enjoying life.

Please find attached this weeks’ economic and market update. I hope that you will find it useful. I send a weekly update as well as an over view of the month because I believe that the more information you have, the stronger you will be in your financial decision making. Knowledge is power and by staying in tune to a certain degree with what is going on in the economy, you also will experience more peace and sleep better at night. I firmly believe that by your staying up to date, you will also better understand why I recommend what I recommend in your retirement planning.

We try to keep you up to date in a number of ways. We provide a weekly written economic and market up date each week. Each week I also write about a specific topic on retirement which I post on my blog, that I believe will be informative or useful in your retirement planning. I produce a monthly video that is a review of economic events and market performance for the prior month. I also am going to begin to send a written monthly update which you may find to be more informative or a better resource than the video. Some of you may be saying don’t we pay you to stay up to date on this type information Jeff? And yes you absolutely do. However by reading this minimal information weekly and monthly it will empower you in your day to day living.

I will be teaching a course on retirement for UNO this fall in the event you are interested in that. If you are approaching retirement or recently retired it will be loaded with useful information. Contact us if you would like more information about it.

If you have questions about any retirement related issue or feel that we can help in any way don’t hesitate to call. We appreciate your business and are honored that you refer your friends and family to us.






Leave a Reply

Your email address will not be published.