December 1, 2011 Blog Article

We've just published the Fall edition of our firm's quarterly E-newsletter, The Abundance Advisory™.   There we discuss a range of topics including:

1) Investing in emerging markets

2) Saving taxes when investing

3)  Saving ON the skyrocketing cost of college tuition (whether you have high school age children or grandchildren or know anyone who does, we offer a free online merit scholarship finder tool from our affiliated website at www.winecountrycollegeplanning.com and we invite you to try it).  It's based on a proprietary database of thousands of colleges which we have licensed (we pay, so you don't have to).

4)   Planning for the expense of health care costs in retirement (with much of it not expected to be covered by Medicare).  We are currently testing out a software vendor that offers online a free tool for doing this calculation based on current age and certain health issues (the full version we are testing will be much more sophisticated and offered as a "value added" within our financial planning service).  The free version will be available at the vendor's website for a limited time only: http://apps.hvsfinancial.com/hvadvisor

How to receive our E-newsletter?

Besides subscribing directly from this blog page or the About page of this website, the current edition of the newsletter and the back issues are archived at the online newsletter service "Mail Chimp" (you may copy and paste the address into your browser):  

http://us2.campaign-archive2.com/?u=93b2d7acf7718d7f3f2c5ea40&id=dfe59f65a5

From that Mail Chimp location one may also sign up for the RSS feed (we have on our "to do" list a website update to add this RSS feed feature here also).  

Each emailed edition contains links to allow you to follow us via our founder's pages on twitter (@AliceCKing) or friend us via our founder listed as Alice King (Sonoma, CA) on Facebook (profile at http://www.facebook.com/#!/profile.php?id=1822579591 ) or forward the email to a friend.

Coming Soon: Portfolio Second Opinion Service (Free Online Video, then Complimentary Consultation)

With the extreme volatility of the stock market in recent years, many investors are concerned that they may have been taking more risk with their investments than they intended (or, with 20/20 hindsight, would have desired had they been better informed of the risks).   In response, soon we will offer a complimentary "second opinion" service to assess the level of risk the investor can tolerate (both  emotionally and financially), whether the portfolio is a good match for the investor's risk tolerance,  and whether the level of risk in the portfolio is excessive given the returns that could be expected (using historical performance as a guide, with the caveat that past performance is no guarantee of future results).   The service will be launched from a new website we will be announcing soon, which will feature a brief video presentation and a free Starbucks gift card for those who complete the viewing.  Those who would benefit the most from this free service are investors between the ages of 50 and 75 with a investment portfolio of at least $500,000 or thereabouts  (and not including the 401k, where investment options may be limited).