January, in addition to being a time of making and
breaking resolutions, is also Financial Wellness Month. Who decided this is a mystery to me, as my exhaustive 10 minute internet search failed to turn up a "sponsor" of this incredibly important, yet mostly unheard of, event. I did find many definitions of financial "wellness" and many more prescriptions for achieving it. Whoever thought of Financial Wellness Month, it seems to have garnered some attention and that isn't bad - but as a financial advisor, I'm much more concerned with real world outcomes. Click here to Read More
Creating a Financially Organized Life
Presented by Steve Richardson, CFP®, CRPS®
Here's how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork.
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, being able to find needed documents during tax season, providing proof of payment, disputing credit cards or billing errors, Read More
Risk Factor Update
Presented by Timothy Shean, CFP®
January 2016 Economic Trends Our monthly review of five key economic risk factors and what they tell us about the current state of the economy, presented in five
easy to understand "stoplight" slides.
Fourth-quarter figures were much stronger than those of the weak third quarter, ending with better-than-expected December data, as well as an upward revision to November.
Did you miss our Webinar? Don't worry you can still listen in and find out what our guest speaker
Victor Rohe, Vice President of J.P. Morgan Asset Management, reviews where markets ended in 2015 and lends institutional insight into the outlook for 2016. Click here for webinars
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Potomac Financial Private Client Group, LLC are separate and unrelated to Commonwealth . This informational e-mail is an advertisement, and you may opt out of receiving future e-mails. To opt out, please follow the 'Unsubscribe' instructions as indicated.