January Financial News


Valued Clients and Friends,

We are in full-swing of quarterly reviews and new client appointments. Thank you for your continued support! 

We are scheduling appointments a couple weeks out. Please call us and we will do our best to accommodate your schedule.

In this issue you will find the following: 
  • [Video] Economic Update with David Lee 
  • Financial News Replay - Articles
  • NEW Mach 1 Podcasts - Are you Listening? What do you think? 
  • 17 Financial Resolutions for 2017, Time to Plan Your Year-End Taxes, Tax Filing Errors to Avoid 
  • We have a WINNER for our $100 Gift Card to Ruth Chris Steakhouse! Thank you for everyone who completed our client surveys. We would still like to get your client survey in - this helps us align your interests with our upcoming events and financial forums this year!! 

Economic Update with David Lee 





Why Did The Fed Raise Rates?   >> For the full story, Click Here  

Slow, But Positive, Trading Week 

New Year Starts with Record Highs >> For the full story, Click Here 

Financials Up, Indexes Mixed >>  For the full story, Click Here 

*Please note that all content within this newsletter will EXPIRE in 90 days. Feel free to download the PDF's. 

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Mach 1 Financial Radio Podcasts -  Are you listening? 
Here's what you've missed. 


Is there a tax efficient order to withdraw your retirement funds? - 



The Dangers of Procrastination - Click Here to Listen



401(k) Rollovers - Click Here to Listen 



The Impact a Divorce Might Have on Your Finances - 



In the Know ... 



17 Financial Resolutions for 2017   



Time to Plan Your Year-End Taxes >>  For the full story, Click Here 



Tax Filing Errors to Avoid >>   For the full story, Click Here 




Mr. & Mrs. Rosell

Congratulations!! 


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