campaigns : Campaign Archive

Ladies and gentlemen, the captain has turned on the FASTEN SEATBELT sign...
I'll admit it--lately I've become less of a fan of flying. Let's just say I had a bad experience descending into the Windy City recently. Last week I was sitting by my 4-year-old son at 30,000 feet. A few bumps happened and I went white knuckled. He did not even notice.

It's always the pilot who uses the phrase "minor turbulence"
This last week in the market was a bumpy one. How did you respond? White knuckled? Did it challenge your fears? Rationally, I know thousands of planes arrive safely through a variety of adverse conditions. Just don't try telling that to me at 30,000 feet when the plane dips and swerves.

Rationally, we know that the equities markets are one of the long-term ways to outpace inflation. History will show you this convincingly (ask me to bring the mountain chart next time we meet). Yet when weeks like last week happen, we can't help but think, what if this time it's all over...I'm gonna lose it all.

I think there are 3 responses in light of our recent wake up call:
1. It is time to re-address our risk tolerance? Would we settle for lower returns if it meant a "less bumpy" ride?
2. Are there funds I need soon that shouldn't be in something as volatile?
3. Or, should I prepare for these minor setbacks, knowing that they are a part of the process, and stay the course?

As your advisor, my hope is that you reach your destination. Thanks for flying with Streamline Financial, and let us know if there's anything we can do.

Online Account Access

Most of our institutions provide online account access for you, the client. It is my personal belief that:
1. You should have access to your account values, information, etc. without going through me every time.

2. You should have the ability to transact something without feeling like you need permission to access your own money.

Please email me if you are NOT able to access your accounts, or would like help with a tutorial that would empower you in this arena. If your question is minor, we have an ACCOUNT ACCESS page on our website where a customer service representative can address any questions you may have.

2006-2007 Tax Facts at a Glance

Need a consice guide on the different tax brackets, phaseouts, exemptions, retirement plan maximums, and RMD factors? Do you have no idea what I just said? This is the handiest TAX REFERENCE that I've come across, and it's available for download on our website under the FORMS page.

New Articles Posted

We have some new articles on our ARTICLES page, for your reference, with more to arrive soon! Here are some quick ones to point out:

How Long Will It Take to Double My Money?

Annuity Living Benefits

Long Term Care Needs

I hope you find these helpful.