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February 2017

Hope everyone is doing well so far this year. Kelly and I just got back from a national event held in San Diego with a large a group of our peers. This event is held each year and is attended by some of the most brilliant financial minds in the country. As always, we learned a lot and were updated on plenty of new things expected this year by large financial firms and insurance companies.

The general tone is more business friendly given our new President and his administration, but I'd call it "cautiously optimistic". Some of the most pressing issues discussed were lower taxes, less regulation, and in particular the new DOL Fiduciary law set to go into effect April of this year. Most believe the law will be delayed, but the overall fiduciary standard is set and will stay in some capacity.  I've written about this in past months, in my Lake Norman Magazine articles, and we have discussed it on our weekly radio show. As our clients already know, we are already fiduciary, but for those of you who are not clients it will become more and more important to make sure you are working with a fiduciary firm for your qualified assets such as 401ks, IRAs, 403bs, etc. It will simply be the law moving forward.

Enjoy this month's articles, and we'll be back at you next month.

And, as always, remember - The purpose of the money dictates where you put it. 

Until Next Month,

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James D. Stillman

Attention Clients:
Please remember to respond to your invitation for the Valentine's Day Ladies Lunch! There will be painting, food, drinks, and lots of fun! RSVP no later than Friday February 10th. Friends are welcome, but space is limited, so be sure to let us know as soon as possible if you'd like to attend. 
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New Year Suggestions
Lake Norman Magazine, February 2017
Happy (belated) New Year! We hope everyone had a great holiday season and got to enjoy time with family and friends. It's always nice to take a little time off to reflect on the past year, and prepare for the next. This year should prove to be very interesting with our new President. Hopefully he'll do a good job for all of America. One thing I'm pretty sure of is that things will change!

Now that we're through January and everybody has had time to screw their heads back on and buckle up for the year ahead, here are a few things we think everyone should do in the beginning of the year to stay on track:

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What's the Forecast for Stocks this Year?
GFPC Thought for the Week (416)

* The New Year is the time when Wall Street strategists attempt to answer the number one question on the minds of investors. 

* Markets move on events, not calendars, and equities are far too volatile to conduct an annual forecast with any level of statistical accuracy over such a short time horizon. 

* Annual predictions for the stock market are almost always wrong, and the ones who get it right are nothing more than lucky.

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Fun Facts for 2017
GFPC Thought for the Week (418)

* Think about how much the world has changed over the last half century. 

* In the spirit of the New Year, here are 17 fun facts for 2017. 

* Hopefully these facts will make us all feel a little smarter.

All content is intended for informational purposes only. Any guarantees are for insured products only and are dependent on the claims paying abilities of the insurer. All investments carry some risk and you should be advised by your personal financial advidor before implementing any strategies discussed, as they are not suitable for everyone. James D. Stillman is an Investment Advisor Representative of JDS Wealth Management Corporation and Global Financial Private Capital.

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This Month
New Year Suggestions
What's the Forecast for Stocks this Year?
Fun Facts for 2017

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