January Newsletter
January 2nd, 2019
Captain's Log


Happy New Year! 

We hope you all had a wonderful holiday season and that 2019 is off to a good start! 

As we enter the new year, it's a good time for everyone to assess where they stand in terms of their financial goals and plans going forward. If you've been meaning to get around to putting a solid financial or retirement plan in place, then now is the time. We understand that it's a lot easier to procrastinate and keep telling yourself you'll get around to it eventually, but something as important as your retirement is worth taking the time to plan for. We get it, it's a daunting task with numerous pieces to consider. That's no excuse. Planning for retirement takes a lot more thought than it did for past generations, so the sooner you get started, the better. 

We have developed a very simple process that we call our Chart Your Course to Retirement Plan that will walk you through all the key areas you'll need to address. We try our hardest to make planning for retirement as stress-free as possible. All you've got to do is let us know you'd like some help and we'll get to work putting the pieces of your retirement puzzle together with you. 

If there is anything we can assist you with, then just let us know.  And, as always, remember -  The purpose of the money dictates where you put it.  

Until Next Month,
Jim's signature
  James D. Stillman

A special THANKS to everyone who came out to our holiday party on December 8th. We all had a great time and we're glad to be able to spend time with our wonderful clients in a more casual setting. 

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The Wealth Report:

Are We on The Verge of a Financial Crisis?

The year started out on a high, as tax cuts were expected to fuel corporate capital spending and job expansion. While corporate profits increased, so did government spending - a bane that continues to increase the federal deficit. 

As we turned the corner in Autumn, October 2018 was much like many Octobers of the past. Stocks experienced a sharp drop, spurred by selloffs in the technology and energy sectors. Crude oil plunged precipitously. The Dow Jones Industrial Average (DJIA) experienced its biggest monthly drop since October 2008, and the S&P 500 marked its sharpest monthly descent since September 2011. During November, the volatility continued with stocks further losing ground.

The question now becomes: Is the United States in suck an unsettled state that another economic crisis is now in our crosshairs? 

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 advisor 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 AE Wealth Management. 

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."