January 8th, 2020
Captain's Log


Happy New Year!!! And welcome to the 2020's! Wow, that's wild to say. We hope you all had a wonderful holiday season and that you were able to take some time to relax and enjoy family & friends. As usual when we enter into a new year, we'd like to encourage everyone to take a moment to assess their current financial situation and determine if any changes or tidying up needs to occur to ensure you'll meet your goals moving into the future. Aside from that, we're not going to throw too much at you this month, because we know it's hard enough getting back in your normal routine after the holiday rush without having to add even more to your list of things to think about.

This month's The Wealth Report perfectly aligns with what I mentioned above and is focused on what investors can do as we roll into a new year (and a new decade) to better prepare for any potential corrections or downturns we may see going forward. It's generally a good idea to periodically check in on your financial situation and what better time to do that than the start of a new year? As the article mentions, we've seen a long period of economic growth since the last recession, so many are getting nervous about when the next reset will occur. With a proper plan in place and your assets positioned to accomplish defined goals, you should be able to retain confidence that you'll be fine in the long run even if we see a hiccup here and there. If you don't have a plan, then now is the time to put one in place.  

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
Featured this month
JDS Quick Links


The Wealth Report:

Investor Tips for the New Year

We approach the new year with indications of a potential economic decline in the near future. Given the continued strength of the economy to date, there are mixed views on when and how severe a possible recession may hit the U.S.

As the accompanying graph demonstrates, it's perfectly normal for economic cycles to ebb and flow.
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."