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January 2017

Happy New Year! We hope everyone had a joyous holiday season and is off to a good start in 2017. Here at JDS we did manage to take some time off, as well as get prepared for the year ahead. Can you believe it's 2017? Seems like just yesterday we were talking about Y2K and how all of our computers were going to crash! Time sure does fly!

As I've discussed in previous newsletters and on our radio show, this year will bring some big changes to the financial services industry with the new Department of Labor rule regarding the fiduciary standard and retirement accounts going into effect starting in April. As most of you know, we're already fiduciaries here at JDS Wealth Management and will be well prepared for the changes that are coming this year. You'll be hearing more about this in the coming months, but if you have any questions regarding the new fiduciary rule, then just give me a call and I can go into more detail.

We'll be starting up our educational workshops next week, so if anyone would like to attend one of our events just give Matt a call and he can get you signed up. We have our upcoming workshops listed on our website. We'll also be doing quarterly client events, so be sure to keep your eyes peeled for more information on those. To start off the year, we'll be doing a Valentine's Ladies Lunch and painting event. It should be a lot of fun, and we look forward to seeing some of you there. Invitations and information will be going out in the next couple of weeks, so watch your inbox.

Later this month, Kelly and I will be attending a national educational event in San Diego put on by our partners at Advisors Excel. I'm sure it will be packed with industry updates, as well as new strategies and ideas on how to best serve our clients moving forward. I always enjoy getting together with other top advisors and industry leaders to share ideas on how we can improve our business and make a difference in more folks' lives. The education never stops, but we're blessed to have such great teams that support us. 

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
JDS Wealth Management logo
Retirement Planning 101
Lake Norman Magazine, January 2017
Happy New Year! We hope everyone had a wonderful holiday season and had the opportunity to spend time with family and friends. We took a little time off ourselves after another busy year, but now it's back to our passion of helping folks plan for retirement.I'd also like to start off with a big "Thank You" to all the folks that have contacted us after reading these articles over the last five years.It's always nice to know that we're making a difference, and it continues to drive our passion for retirement planning.

So, I thought I'd start out the year with a very simple concept that I've used for almost twenty years. We have discussed this concept many times before, because it's important for anybody thinking about their financial well-being to grasp and basically gives you an idea of how you should be planning over the course of your lifetime. We like to call it "Retirement Planning 101" or"The Three Phases of Financial Planning".

Here are the three phases of financial planning for retirement and I'll keep it simple:

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Would Cash Repatriation Help Boost the Economy?
GFPC Thought for the Week (414)

* Cash repatriation has garnered significant attention throughout the presidential election, and investors want to know why.

* Congress's Joint Committee on Taxation estimates that U.S. companies are holding over $2.5 trillion in cash overseas. 

* Changes to the corporate tax code to allow companies to repatriate cash at a significantly lower rate would most likely benefit long-term investors.

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Three Companies Tell a Cautionary Tale
GFPC Thought for the Week (413)

* Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. 

* Their successes combine to tell a cautionary tale to those who want to day trade stocks. 

* Getting in the middle of professional traders competing against each other presents next to no upside for individual investors.

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.

JDS Wealth Management Corporation's outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer."
This Month
Retirement Planning 101
Would Cash Repatriation Help Boost the Economy?
Three Companies Tell a Cautionary Tale

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