JRB FINANCIAL PULSE  January 2018 -- Issue #4

A Word from the CEO 2017 was an excellent year for investors. But what does that mean for 2018? To answer that question, the JRB took a look at what the investment professionals are saying. We have excerpted analyses from Fidelity, Goldman Sachs, T. Rowe Price and Vanguard in our "2018 Investment Overview." The JRB offers investment options from all of these organizations. At the very end of 2017, United States District Court Judge Barbara Crabb issued a ruling on the housing allowance. You can find a summary of her decision, and what to expect going forward, below. The beginning of the year is a good time for investment portfolio housekeeping -- reviewing your progress towards your financial goals, rebalancing and increasing your contribution. For assistance, contact the JRB at 888-JRB-FREE (572-3733) or staff@jrbcj.org. L'Shalom

2018 Investment Overview What are experts from Fidelity, Goldman Sachs, T. Rowe Price and Vanguard saying you should expect from investment markets in 2018? Learn More

Housing Allowance Legal Update United States District Court Judge Barbara Crabb issued a final decision in the housing allowance challenge brought by the Freedom from Religion Foundation. What does the decision mean for you? Learn More

Meet with JRB CEO Mitchell J. Smilowitz Florida -- February 20-23, 2018. Make an appointment. Israel -- March 19-23, 2018. Make an appointment. You can always make an appointment to speak with Mitch via phone to discuss your financial goals, review your portfolio and answer your investment questions.

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