Posts by jillpowers

2nd Quarter 2015 Audio Podcast

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Happy Summer 2015! Here are our interviews reviewing the 2nd quarter of 2015 for the markets, including thoughts on Greece, China, and interest rates. In addition, we have provided a simple primer on Roth IRAs and how they may be of benefit to anyone planning for retirement. Enjoy and Be Well…Thank You and Stay in Touch! Click HERE to listen to this quarter’s podcast! Oh, and please remember: discussions in this podcast should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment...

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Audio Podcast – 1st Quarter 2015 and Brief Overview of IRA Rules at Age 70!

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Happy Spring Everyone! Enclosed is an audio podcast we hope you enjoy. Tom discusses the first quarter of 2015 investment results and some thoughts about what we might expect going forward. Steve and Jill review the basic requirements for IRA holders once they turn 70 1/2 and must begin taking Required Minimum Distributions from their accounts. We hope you enjoy listening to the podcast and welcome any comments, questions, or future topics you might find helpful. Disclosure: Please remember that discussions on the podcast are not to be taken as specific investment advice. Always consult with...

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4th Quarter 2014 Market Commentary

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For this quarter’s Market Commentary, we thought you might enjoy hearing directly from us…as in an audio interview.  Simply click on the link below and make sure your speakers are turned up.  Tom and Jill and Steve discuss the markets and a few financial planning reminders.  Happy New Year and Thank you!   P.S.: This audio requires a lengthy compliance approval process, so it was recorded just before year-end 2014.  Thank you for your patience.   P.P.S:  Required disclosure:  Discussions in this podcast recording should not be construed as specific recommendations or...

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3rd Quarter Market Review – Podcast

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2013 3rd Quarter Audio Podcast with Tom Hofbauer of Trilogy Wealth Advisors TomPodcast10-22-13 Here is the chart that Tom refers to during the...

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China’s Inevitable Decline?

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Some of you may recall that we have studied and worked with researcher and demographic trend expert Harry Dent for many years now. Recently he made some very interesting points about China and we thought we would share those with you. Dent predicts that China will be the first emerging country to see its demographic spending trends slow, as a result of its infamous one-child policy, which dates back to the 1970s. He explains that back then, limiting the number of children each couple could have was a natural response to the problem of a poor, yet rapidly growing population. But its...

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

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