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May
1
2017
May 2017 Newsletter
What's inside?
1) Tax-Wise Portfolio Rebalancing
2) Social Security Strategies That Still Work
3) With Retirement Plans, SIMPLE May Be Better
Money on the Move
"In 2016, nearly $260 billion flowed out of stock funds, almost $107 billion flowed into bond funds, and another $86 billion or more went into taxable money market funds."
About Yuma, AZ
First incorporated as Arizona City in 1871, Yuma was renamed in 1873 and is now the largest city in Arizona outside the metro areas of Phoenix and Tucson.