A monthly newsletter brought to you by Treece Financial Group | # 46 | March 2018
Holistic & Advocacy-Oriented Financial Planning
Put your money where your values are
It's happened again. This time it was dangerously close to home, at Marjory Stoneman Douglas High School in Parkland, just 40 miles from our office. Another senseless loss of young lives to gun violence.

Along with grieving for the families and friends affected by yet another mass shooting, at times like this many ask ...

"What can I do as an individual to help affect change?"

While there is much work needed to move our country towards more sensible gun regulation, there is one positive step you can take right now.

You have the power to make a positive impact on society through your financial decisions with socially responsible investing (SRI) funds.

From funds that do not support gun, ammunition, and tobacco manufacturers— to those that do support environmental conservation, sustainable agriculture, LGBT-supportive companies, or other issues of importance to you—you can position your investments to provide financial returns but also are a natural expression of your core values and beliefs. 

I am passionate about helping clients do well by doing good . It has been at the core of my company's mission from the beginning. And now, more than ever, I am committed to assisting clients with reviewing their portfolios so they are investing from their heart in what really matters to them.

Just give me a call to get the process started. I look forward to hearing what speaks to your heart.
Opinion: Stock-market investors have yet to grasp the long-term implications of mind-boggling budget deficits

Once it sinks in that government debt problems are here to stay, the rumblings of the past couple of weeks will be only the beginning. READ MORE
Before you blame market volatility on inflation, check out this ‘stunning’ chart
To those pinning the recent spike in stock-market volatility on inflation and, specifically, higher wages, take a close look at the chart. The two big outliers to the upside are health care and college. On the flip side, clothes, cars, TVs and technology, in general, showed disinflation or outright deflation in prices. READ MORE
Ten Years After the Crisis, Banks Win Big in Trump’s Washington

As the 10th anniversary of the financial crisis approaches, many of the restrictions put in place to rein in Wall Street risk-taking are quietly being unwound.  READ MORE
He Took a Drug to Prevent AIDS. Then He Couldn’t Get Disability Insurance.

When Dr. Philip Cheng, a urologist in Boston, applied for disability insurance, he was given only short-term coverage. His broker said it was because Dr. Cheng took Truvada to prevent H.I.V. infection. READ MORE
Join us at Lambda Living the 3rd Wednesday of Each Month!

Treece Financial Group and Lambda Living are proud to present a series of free seminars to educate our community on a variety of important financial topics.

Why not join us at one of our upcoming seminars?




All programs are FREE, open to ALL community members, and begin with a wine and cheese reception at 6:30 @ Lambda Living Center, 7275 NE 4th Avenue, #110, Miami .
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.