2010 "Half-time"

 

Mr. Media has had a busy first half of the year: stock market rebounds, then retracts, record deficits, oil spills, health care reform, Afghanistan, etc., etc! We enter the second half of the year with a strong backdrop of uncertainty, but one of potential opportunity. A key driver of the uncertainty is the political divide and heightened activity in domestic politics. Not a day goes by that I don't have a conversation involving some level of politics; some more positive than others. It is interesting to me because I have noticed it has begun to affect clients' outlook and consequently their financial decisions. It is important that as investors we do not let the emotions of politics supercede investment logic. How ever different our political views are as Americans, we all agree and work toward economic success in the long run. So long as you don't follow the example set by our government on how to manage debt and make rational decisions for your investments, I would think that you will have a pretty good chance for financial independence.

  

Quote of the month:

You cannot help the poor by destroying the rich.
You cannot strengthen the weak by weakening the strong.
You cannot bring about prosperity by discouraging thrift.
You cannot lift the wage earner up by pulling the wage payer down.
You cannot further the brotherhood of man by inciting class hatred.
You cannot build character and courage by taking away
men's initiative and independence.
You cannot help men permanently by doing for them what they
could and should do for themselves.

-Abraham Lincoln

 

 

Launch of myedocumentsuite.com!

 

We are pleased to announce the launch of myedocumentsuite.com, a new way to offer electronic delivery of brokerage account statements and trade confirmations. A self-service website, myedocumentsuite.com will allow you to create a userID and password, using our finanical organization number 5VR. You will need to turn off paper delivery for your accounts, and then you will be able to view, print, and download electronic documents. Best of all, this site is avaliable at no cost to you!!!!

Please contact us for more information about myedocumentsuite.com, or if you are interested in receiving documents via eDelivery.

 

 

 

 

 

 Click here to login to Albridge Solutions

Click here to login to NetExchange Clients

 

 INVEST is not affiliated with other entities referenced. 

 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Retirement with All the Fixins'

One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →