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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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Dumbo and the Magic Feather Economy

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Second Quarter 2013 Investment Commentary Do you remember the movie DUMBO? If so, you might remember the scene where Dumbo is tricked into thinking he can fly because he has been given a “magic feather.” Once he realizes the feather isn’t magic, he starts to plummet. But, in good Disney fashion, he recovers just in time to save himself and actually does learn to soar with those great big ears. It turns out he really could fly after all, but it was a little scary while he was figuring that all out. So what does DUMBO have to do with this quarter’s market update? Well,...

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The Sequester – What’s the Impact?

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As there was no last-minute agreement between Congress and the White House to postpone federal budget cuts scheduled to take effect March 1, the ax now falls. Unless a bipartisan effort somehow undoes them, assorted federal government agencies will have their budgets reduced by $85 billion between now and October 1, as the initial step in a planned $1.2 trillion deficit trimming over the next ten years. (The belt-tightening could have been more severe: without January’s fiscal cliff deal, it would have been $109 billion.)1,2   What gets cut? Broadly speaking, defense programs will...

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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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