Client Connection e-Newsletters

Stay up to date on finincial news and tips with our e-Newsletter:

4-18-17 - Why do shoelaces come untied?

4-11-17 - Are U.S. stock markets sending mixed signals?

4-4-17 - What is the going rate for a tooth?

3-28-17 - What are some ways to teach your children to be philanthropists?

3-21-17 - Robots in the workforce?

3-14-17 - What are the 11 tax mistakes to avoid?

3-7-17 - What are the 4 traits of the happiest retirees?

2-28-17 - It's tax season, are you prepared?

2-21-17 - What are some realistic retirement goals?

2-14-17 - Would you prefer a Valentine who is financially stable or good looking?

2-7-17 - Are you protecting yourself online?

1-31-17 - What are ways to prevent a tax audit?

1-24-17 - Are you eligible for Social Security this year?

1-17-17 - Is the post-election adrenaline rush over in the United States?

1-10-17 - Are you thinking about starting a business?

Q4 - 2016 - Quarterly Market Review

1-5-16 -What are your new year's resolutions?

12-27-16 - What are new Calif. laws?

12-20-16 - Do you need a last minute gift?

12-13-16 - Things or experiences...which is more satisfying?

12-6-16 - Where's the growth?

11-29-16 - How much wealth is there in the world?

11-15-16 - Are you ready for the turkey trot?

11-8-16 - Do presidental elections effect the stock market?

11-1-16 - Is it over yet?

10-25-16- Are you planning a road trip?

10-18-16 - How is your communication?

10-11-16 - Was it good news or wasn't it?

10-5-16 - Will the fourth quarter of 2016 be a bumpy one?

Q3 2016 - Quarterly Market Review

9-27-16 - Will the election have an impact on the stock market?

9-20-16 -So, will the Federal Reserve raise rates or won't they?

9-13-16 - What's changing in the world markets?

9-6-16 - Will it be easier to chose a health plan this fall?

8-30-16 - Why would the yield curve flatten as the Fed raises rates?

8-23-16 - Is an interest rate hike in the near future?

8-16-16 - How do you view stock market valuation?

8-9-16 - What do Abraham Lincoln, Bob Marley and Prince have in common?

8-2-16 - What are they?

7-26-16 - Are investors feeling serene?

7-19-16 - Is buying in bulk a good deal?

7-12-16 - What is a Kubler-Ross rally?

7-5-16 - Looking for a health fitness ap?

6-28-16 - What changes will the Brexit bring?

6-21-16 - Are you looking for wedding gift ideas?

Q2 2016 - Quarterly Market Review

6-14-16 - Are you looking for a new cell phone plan?

6-7-16 - What to travel when you retire?

5-31-16 - What's the best way to save for retirement when you are in the military?

5-24-16 - Which country is the biggest foreign buyer of U.S. residential real estate?

5-17-16 - When is a door not a door?

5-10-16 - Do you know the benefits of your credit card?

5-3-16 - Which would you prefer to be: a medieval monarch or a modern office-worker?

4-26-16 - Is a Senior Checking Account right for you?

4-19-16 - Are your assets protected?

4-12-16 - Is it time to calculate your RMD?

4-6-16 - What are smart money moves for April?

Q1 2016 - Quarterly Market Review

3-29-16 Client Connection - Would you benefit from having a trust?

3-22-16 Client Connection - Is the market over valued or under valued?

3-15-16 Client Connection - What does fiscal responsibilty mean to you?

3-8-16 Client Connection - Are you familiar with the new rules of Social Security benefits?

3-1-16 Client Connection- Is there value in an extra day?

2-23-16 Client Connection - And the econmic data says...

2-16-16 Client Connection - What are some tips and tricks to retiring early?

2-9-16 Client Connection - Are you setting a good example for future generations?

2-2-16 Client Connection - How low can you go?

1-26-16 Client Connection - Should you claim the social security lump sum benefits?

1-19-16 Client Connection - Will gas prices continue to go down?

1-12-16 Client Connection - What are the 5 best savings tips of 2016?

Q4 2015 - Quarterly Market Review

1-5-16 Client Connection - What are your New Year's resolution?

12-29-15 Client Connection - What are five things to watch on the economic calendar?

12-22-15 Client Connection - How many reindeer does Santa Have?

12-15-15 Client Connection - What are some of the best and worst charities for donations?

12-8-15 Client Connection - Do have good retirement savings habits?

12-1-15 Client Connection - Are you feeling optimistic?

11-24-15 Client Connection - Pioneer, Trendsetter or Trailblazer?

11-17-15 Client Connection - Is the Fed going to raise interest rates?

11-10-15 Client Connection - What are some options for charity minded people?

11-3-15 Client Connection - How will Social Security and Medicare change with the budget?

10-27-15 Client Connection - What are the year end important tax tips?

10-20-15 Client Connection -Teaching kids about money..Does our state make the grade?

10-13-15 Client Connection - What are money moves to make before the end of the year?

Q3 2015 - Quarterly Market Review

10-6-15 Client Connection - Are there silver linings in a weak market?

9-29-15 Client Connection - What will they say?

9-22-15 Client Connection - Who likes waiting?

9-15-15 Client Connection - Can aging be positive?

9-1-15 Client Connection - Are you familiar with the patience principle?

8-25-15 Client Connection - Special Market Report

8-18-15 Client Connection - What does the future hold?

8-11-15 Client Connection - Back to school...back to higher interest rates?

8-4-15 Client Connection - Could you earn more money by getting more sleep?

7-28-15 Client Connection - Are you considering claiming your social security benefits soon?

7-21-15 - Client Connection - Our you missing out on a possible triple tax advantage?

Q2 2015 - Quarterly Market Review

7-14-15 Client Connection - Do you need tips to maximize your Social Security?

7-7-15 Client Connection - How will the situation in Greece affect you?

6-30-15 Client Connection - What are your 4th of July plans?

6-23-15 Client Connection - Is charitable giving really at a record high?

6-16-15 Client Connection - Is retirement different for women?

6-9-15 Client Connection - Why are bond values fluctuating so much?

6-2-15 Client Connection - Is it possible to have an economic optical illusion?

5-26-15 Client Connection - Should they stay or should they go?

5-19-15 Client Connection - How much debt has the market lost?

5-12-15 Client Connection - Have government bonds gone wild?

5-5-15 Client Connection - Do you have a Duchenne smile?

4-28-15 Client Connection - Remember the dot com bubble?

4-21-15 Client Connection - Are there benefits from learning good financial habits early in life?

4-21-15 Alzheimer's Calendar

Q1 2015 Quarterly Market Review

4-14-15 Client Connection - How much is one trillion?

4-7-15 Client Connection - Are your college age children and grandchildren prepared to handle their money?

3-31-15 Client Connection - So, when is the Fed going to increase the rate for overnight borrowing?

3-24-15 Client Connection - Does the Federal Reserve deserve a standing ovation?

3-17-15 Client Connection - Is a stronger dollar better for American companies?

3-10-15 Client Connection - Has good news triggered not-so-good news?

3-3-15 Client Connection - Is organization the key to success?

2-24-15 Client Connection - Is money the measure of success?

2-17-15 Client Connection - Where did Dan Gensler's personal passion for Wealth Management begin?

2-10-15 Client Connection - What's in an employment report?

2-3-15 Client Connection - Do you know about your credit card perks?

1-27-15 Client Connection - Do you know what the trends are in "Burgernomics"?

1-20-15 Client Connection - Do you know what could be your largest retirement expense?

1-13-15 Client Connection - Are you overlooking tax breaks?

Q4 2014 - Quarterly Market Review

1-6-15 Client Connection - How do you stretch your health care dollars?

12-30-14 Client Connection - Can technology change your life in 2015?

12-23-14 Client Connection - Merry Christmas from The Gensler Group!

12-9-14 Client Connection - Should you give till it hurts?

12-2-14 Client Connection - What is the return-on-investment (ROI)  of a liberal arts degree?

11-25-14 Client Connection - Pioneer, Trendsetter or Trailblazer?

11-18-14 Client Connection - Is all this stock market optimism a red flag?

11-11-14 Client Connection - Is it a melt up?

11-4-14 Client Connection - Are central banks throwing a progressive party? 

10-28-14 Client Connection - Where does the U.S. rank with financial literacy?

10-21-14 Client Connection - What are the 7 myths about Social Security?

10-15-14 - Special Report on Market Pullback.

10-14-14 Client Connection - Do you have questions about Medicare?

Q3 -2014 - Quarterly Market Review

10-7-14 Client Connection - Is another industrial revolution upon us?

9-30-14 Client Connection - Will you need to retire earlier than you think?

9-23-14 Client Connection - Do Pharmacists Buy Bayer?

9-16-14 Client Connection - Will Scotland cut the cord?

9-9-14 Client Connection - Do retirees need long-term care insurance?

9-2-14 Client Connection - How long will you live?

8-26-14 Client Connection - What do Harry S. Truman and Hindu goddesses have in common?

8-19-14 Client Connection - How well do you know Social Security?

8-12-14 Client Connection - What is the fastest growing country in South America?

8-5-14 Client Connection - What news is affecting the market?

7-29-14 Client Connection - Is there a future career in video gaming?

7-22-14 Client Connection - Do you need to be thinking about taxes this summer?

7-15-14 Client Connection - What is the value of higher education? Does it justify the cost?

Q2-2014 Quarterly Market Review

7-8-14 Client Connection - Is there a revolution in higher education on the horizon?

7-1-14 Client Connection - Have a safe and happy 4th of July!

6-24-14 Client Connection - Are you prepared for healthcare costs in retirement?

6-17-14 Client Connection - What economic lessons can we learn from the world cup?

6-10-14 Client Connection - Is time really money?

6-3-14 Client Connection - And the winner is...

5-27-14 Client Connection - What is the newest European import?

5-20-14 Client Connection - Are you ready for life's unexpected changes?

5-13-14 Client Connection - Is money the measure of success?

5-6-14 Client Connection - Are U.S. companies profitable?

4-29-14 Client Connection - How long will you live?

4-22-14 Client Connection - Have you been introduced to our Wealth Management System?

4-15-14 Client Connection - Who made the top ten list for pricest long term care?

Q1-2014 Quarterly Market Review

4-8-14 Client Connection - Is money the measure of success?

4-1-14 Client Connection - Do you know your purpose?

3-25-14 Client Connection - Is cash king again?

3-18-14 Client Connection - What are the traits of early retirees?

3-11-14 Client Connection - Are you aware of retirement pitfalls?

3-4-14 Client Connection - Are your pets tax deductions?

2-25-14 Client Connection - Are consumers becoming more confident?

2-18-14 Client Connection - Is love still in the air?

2-11-14 Client Connection - What's next for the market?

2-4-14 Client Connection - What's driving the market?

1-28-14 Client Connection - When should retirees downsize homes?

1-21-14 Client Connection - What are some of the expectations for 2014?

Q4-2013 Quarterly Market Review

1-13-14 Client Connection - What are some economic predictions for 2014?

1-6-14 Client Connection - What makes a great invention?

12-30-13 Client Connection- What's your new year's resolution?

12-23-13 Client Connection- Merry Christmas from The Gensler Group!

12-16-13 Client Connection - Is that drone flying through my neigborhood?

12-10-13 Client Connection - What are the two things that retirees have in abundance?

12-3-13 Client Connection - Did you know that "you" were voted Time Magazine's person of the year?

11-26-13 Client Connection - Do you plan to use digital money this holiday season?

11-19-13 Client Connection - Do you need rules to improve your financial health?

11-12-13 Client Connection - Do you need tax tips for the last quarter of 2013?

11-5-13 Client Connection - Does your upbringing affect the way that you handle money?

10-29-13 Client Connection - What are your ghostly Halloween plans?

10-22-13 Client Connection - Are you prepared for your financial future?

10-15-13 Client Connection - Do stock markets believe that congress is just offering up some Halloween excitement?

2013 - Q3 Quarterly Market Review

10-8-13 Client Connection - Are you lamenting the state of America?

10-1-13 Client Connection - What financial issues should couples discuss before marriage?

9-24-13 Client Connection - Does your college-age child need an estate plan?

9-17-13 Client Connection - Why is the Dow beating the S&P 500?

9-10-13 Client Connection - What do confluences have to do with the economy?

9-3-13 Client Connection - Is inheriting billions of dollars a good thing?

8-27-13 Client Connection - What are the next big things?

8-20-13 Client Connection - Is this the beginning of the end?

8-13-13 Client Connection - What if interest rates go up?

8-6-13 Client Connection - Is Europe ready for their financial makeover?

7-30-13 Client Connection - Is Europe reaching the end of it's recession?

7-24-13 Client Connection - What does Innovation mean to you?

7-16-13 Client Connection - How do most Americans make their money?

2013 - Q2 DFA Quarterly Market Review

7-9-13 Client Connection - Is your college age child financially ready?

7-2-13 Client Connection - Do Actions Speak Louder than Words?

6-25-13 Client Connection - Is There Another Housing Bubble?

6-18-13 Client Connection - Are Emerging Countries Leading the way in Renewable Energy?

6-11-13 Client Connection - Is the Stock Market more like Golf or Tennis?

6-4-13 Client Connection - What are the best ways to help when tragedy hits?

5-28-13 Client Connection - Are You Ready for Concert in the Park?

5-21-13 Client Connection- Can we Learn from the Mistakes of the Past?

5-14-13 Client Connection - How Much Does it Cost to Live Like Jay Gatsby?

5-7 13 Client Connection - Does Money Buy Happiness?

4-30-13 Client Connection - What's the Story With Gold?

4-23-13 Client Connection - The Key to Saving, Track Your Spending

4-16-13 Client Connection - How to Negotiate with the Tooth Fairy

4-9-13 Client Connection - 5 New Features that are Changing ATM Banking

4-2-13 Client Connection - 8 Little Known Tax Credits and Deductions

2013 - Q1 DFA Quarterly Market Review

3-26-13 Client Connection - Identity Theft

3-19-13 Client Connection - Health and Fitness Apps for your Smart Phone

3-12-13 Client Connection - International Women's Day

3-5-13 Client Connection - Is Your Retirement at Risk

2-26-13 Client Connection - Making College Affordable

2-19-13 Client Connection - Children and Identity Theft

2-12-13 Client Connection - Coronado Valentines's 10K

2-5-13 Client Connection - Ten Tips for Protecting your Computer

1-22-13 Client Connection - Caregiver Take Care of Yourself

1-15-13 Client Connection - 2013 Economic Update

1-8-13 Client Connection - Fiscal Cliff Agreement

1-1-13 Client Connection - Happy New Year!

 

 

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