May Newsletter
Wednesday May 3rd 2017
Captain's Log


  

We hope you're enjoying the beautiful spring weather we've been having these last couple of weeks. Well, that is as long as you didn't get swept away by all the rain! Soon enough we'll be in the heat of summer and begging for rain, so I guess we should be happy while spring lasts. 

We want to extend an invitation to all of you for an event we've got coming up soon. We're going to be having a Spring Open House on Saturday May 13th from 11:00am-1:00pm. There will be snacks, drinks, and a secure bin on site where you can dispose of any documents that you need shredded. So, if you've got a pile of old files that you're ready to get rid of, then bring them by and we'll have them shredded for you. Friends and family are welcome! Please let us know if you plan to attend, so we can be sure to have enough refreshments.  You can call 704-660-0214 or simply reply to this email.

Check our website for upcoming educational workshops, archived radio shows, Lake Norman Magazine articles, free reports and more.  

Enjoy this month's articles, and we'll be back at you next month.

And, as always, remember -  The purpose of the money dictates where you put it. 

Until Next Month,
Jim's signature
  James D. Stillman

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Finding the Right Advisor for Retirement  
By James D. Stillman
May 2017

  

  
     
One of the most frequent questions we get asked as financial professionals is how to know which advisor is the right fit. Although there's no simple answer, one thing I always tell folks is to trust your feelings. First and foremost, you need to feel that you can trust your advisor and that they are on the same page as you. You'll get better advice from an advisor that you can get along with and can openly communicate with. Finding an advisor that shares your core values about finances and who really listens to you is sometimes the biggest hurdle for people. You don't have to commit to the first advisor you meet with. Take the time to find one that feels right. As corny as it sounds, this is important, especially when it comes to finding an advisor for retirement. 



Global Financial Private Capital
Thought for the Week #427

Should Investors Sell All Their Bonds?


Synopsis

* Concerns over rising interest rates have led to more than one market pundit calling for a "bloodbath" in bonds over the coming years. 

* Bloodbaths do not happen all that often, and even so, the term is a relative one.

* Investors must always remember why bonds are included in a diversified asset allocation.


JDS Client Corner

We will feature pictures and stories from our valued clients as well as our family in this section each month.
If you'd like to be featured in next month's Client Corner, 
please email your pics to matt@jdswealthmanagement.com



Please join the Mooresville Artist Guild for a very special event. Tea Time at the Depot will be held this Saturday, May 6th. Tickets are half price at this time and today (May 3rd) is the last day to purchase. 

We hope you can come out and support your local artists!
All content is intended for informational purposes only. Any guarantees are for insured products only and are dependent on the claims paying abilities of the insurer.  All investments carry some risk and you should be advised by your personal financial advisor before implementing any strategies discussed, as they are not suitable for everyone. James D. Stillman is an Investment Advisor Representative of JDS Wealth Management Corporation and Global Financial Private Capital. 

JDS Wealth Management Corporation's outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer."