Econ Wealth Management

Planning financial strategies to help achieve the goals and dreams of our client

In today's global economy, investing has become more complex.  Investors, faced with an abundance of choices, are demanding expertise, unbiased advice and adherence to the highest ethical standards.  If you're looking for a trusted advisor to help you make informed decisions in a rapidly evolving marketplace, consider what Econ Wealth Management can offer.

We provide investment planning and asset management to a select group of clients with a focus on family, integrity, and an exceptional level of service.

NEWS:

ALZHEIMER'S AWARENESS COFFEE CLUB

Tuesday, February 14, 2012 at 9:30 a.m. - EWM Office

Join us for the first seminar in our 2012 educational series "Wealthy Living: Focusing on What Really Matters in Retirement."  A special guest from the Alzheimer's Association will provide information about detecting the early warning signs of the disease.  We encourage you to bring a guest to learn about this important topic!  Please RSVP by calling our office. 

This event is educational in nature.

SAVE THE DATE!  EWM WEBINAR/CONFERENCE CALL

Thursday, February 16, 2012 at 6:00 p.m. - Stay tuned for further details.

New for 2012 - quarterly webinars/conference calls for current Private Investment Management (PIM) clients only!  We hope you'll join us for the first of four webinars/conference calls in 2012.  These events are just another way we strive to keep PIM clients up-to-date.  Our own Portfolio Consultant, Shawn Berwager, will review our portfolio strategy along with current economic conditions.  In addition, Steve Economopoulos, Managing Principal & PIM Portfolio Manager, will provide general tax considerations for your portfolio for 2012.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC.  Econ Wealth Management is a separate entity from WFAFN.  Econ Wealth Management does not provide tax or legal advice.

ARE YOU RECEIVING PHONE CALLS FROM THE NUMBER 888-888-8888? 

If customers are suspicious about a request for their personal information that they’ve received through an email, text message, website, by mail or phone, they should call our office directly to verify the request. Clients should never share their mother’s maiden name, Social Security number, bank account numbers, or account usernames and PINs/passwords. Individuals can find tools and resources to help reduce the risk of fraud and identity theft on www.wellsfargo.com under the link called: Visit Our Fraud Information Center. 

 
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Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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