Please check in for the latest news and events at Webb Investment Services.
Events
Bear Market Recovery Plan: Steps to Get Your Retirement Back
On Thursday, January 28th, Laura Webb, CFP® and Karen Clerici will be presenting a timely topic with "Key Take Aways and Actions Steps" to help get the emotion out of investing and take rational steps to move forward. This event is from 12 p.m. - 2:00 p.m. and lunch is included.
The Roth Conversion Opportunity
On Friday, January 29th, Laura Webb, CFP® and Karen Clerici are hosting CPAs for a continuing education event. Regulatory changes mean that advisors and accounts need to be aware of the advantages and disadvantages regarding conversions from IRA's to Roth's. The event is from 12:00 p.m. to 1:30 p.m.
Retirement and Long Term Care
On Monday, February 8th, Laura Webb, CFP® and Karen Clerici will be hosting Rich Dahlgren, from Associates of Clifton Park of New York for a discussion on one of the biggest potential threats to retirement security - the high cost of long term care. Due to regulatory changes, there are now more ways to finance long-term care needs. This event offered at 11:45 p.m. and 5:30 p.m.
Why Investors Fail
On Wednesday, March 3rd, Webb Investment Services is bringing in Scott Ward from Columbia Funds. Scott will discuss the psychology of investing. How do emotions and fear change an investor's ability to think clearly and rationally during volatile market conditions? How does investor behavior change their chance of success over time? This event will be at 12:00 p.m. and lunch is included.
Green, The New Color of Investment Opportunity
On Thursday, April 22nd. Please join us in welcoming Rachael DeCosta-Martin, Regional Vice President with Calvert Investments. Rachael will examine the opportunity that exists to invest in renewable resources, energy, and other sectors. As people and businesses become greener, and as economics and government policies evolve, there are opportunities in these sectors worth exploring.
Investments related to a specific sector, where companies engage in business related to a particular industry, are subject to fierce competition, the possibility of products and services being subject to rapid obsolescence, and limited diversification.
News
05/01/09 Asheville’s ATHENA [download]
03/26/09 Lemonade from Lemons: How You Can Take Charge in a Challenging Economy [download]
Raymond James Newsletters
Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as, issues affecting some of the other roles you play.
Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues, as well as, investment and economic topics currently in the news that may be impacting you and your financial situation.
Weekly Market Snapshot
Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
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