Jan. 5, 2015

January 3, 2015 - Finances in the New Year

January 3, 2015 - Finances in the New Year

Happy 2015! The new year is a great opportunity to review your finances: inventory all assets and liabilities and review your cash flows, investments, and estate plans. Chris invites his listeners to call the office and schedule a complimentary...

Happy 2015! The new year is a great opportunity to review your finances: inventory all assets and liabilities and review your cash flows, investments, and estate plans. Chris invites his listeners to call the office and schedule a complimentary consultation. Chris also discusses market news, reflecting on 2014 and making some predictions for 2015. Mike Burton calls in with the Slade Mortgage Minute and provides an interest rate review as well as thoughts on the bond market in 2015.