A New Look For the New Year (12/30/2010)
DECEMBER 30, 2010
In our last blog, we felt that the market would cooperate better with investors after the elections and the extension of the Bush tax cuts. We also stated that Bernake would do whatever it took to avoid a double dip recession and thought corporate earnings would be better. These events playing out have all led to ending the year on the highs. We feel 2011 will be a better year and will go into more detail on our next blog.
For the time being, and in the spirit of the new year, we would like to introduce our new and improved website at www.tellone.com. Our goal was to make it more user-friendly and functional. In addition to a more colorful and lively design, we are now offering over 3,000 pages of financial guidance articles that tackle life event issues from becoming a parent to buying and selling a home, tax strategies for businesses, common investment strategies, and much more. Another extremely useful function incorporated into the website is interactive financial calculators. We have already received positive feedback from clients that have found them useful when calculating things such as IRA Required Minimum Distributions and Roth IRA Conversions.
In our continued effort to maximize client wealth, we are also very excited to now be providing a monthly newsletter to our valued clients. Each newsletter will include several featured topical articles and three tax saving tips. If you have not already signed up to receive the newsletter, please click here.
Come tax time (which is right around the corner), we hope you find the addition of the Tax Resource Center helpful. This will assist our tax clients in crunching numbers for this tax year and the next, tracking refunds, and receiving detailed tax information.
Lastly, we would like to mention the client portal login, which allows clients to safely store and quickly retrieve files, documents, and workpapers from any location with Internet access. More secure than an email, this system is another effort to ensure the security and confidentiality of client information. We recommend that every client create a user name and password in order to take advantage of the convenience and security offered by the portal.
We hope you take the time to explore the new website and utilize the new tools that are meant to assist you build wealth. As usual, you will be able to easily connect to your Schwab account through the website by clicking on the Account Access tab at the top. If you have any questions regarding the website, please feel free to contact us.
All of us at Tellone Financial want to wish you a very Happy New Year filled with health, wealth, and happiness!
