February Newsletter            About    Client Center    Blog   Contact    
Monthly Recap:
January 2016 was an unnerving month for investors due to plunging oil prices, Chinese stock disarray, and wariness over the Chinese Economy.
Deflecting Identity Theft

10 Helpful Tips to protect yourself against identity theft and 2016 predictions for tax fraud trends. 

Pulling Late Hours? 
(Okay, we're guilty of this too!)

Take a peek at these quick tips from Forbes on how to use your time efficiently!

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Habitat for Humanity 
My team will be helping to build homes in March 2016. Which office employee will be the most handy? Keep an eye out for photos and updates!

Retirement Planning Classes
If you know anyone who is currently looking for the added value of a financial advisor, I will be teaching classes at the Dr. Phillips Center March 31, April 5, April 7, and April 12, 2016. Registration required, limited seating. Request information here.
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Investment Advisor Representative offering securities and Investment Advisory Services offered through Cetera Advisors., LLC. Member FINRA, SIPC, and Registered Investment Advisor, Sunrise Wealth Advisors, Inc. and Cetera Advisors, LLC are not affiliated entities. 

All situations are different. Please consult your financial professional for information regarding your needs and suitability issues. An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities (529 Plans) before investing. More information about municipal securities is available in the issuer's official statement. The official statement should be read carefully before investing.