Statements

 

TD Ameritrade is the custodian on your account. You may access your account statements, performance data, etc. with this link: TD Ameritrade Website (custodian)

 

Client Letters

2021 - May - Gamestop Stock, etc.
Market Volatility.pdf
Adobe Acrobat document [1.8 MB]
2020 Year-End Tips
December 8, 2020.pdf
Adobe Acrobat document [166.5 KB]
What You Can Do In This Time of Uncertainty
May 14, 2020.pdf
Adobe Acrobat document [90.2 KB]
Our Latest Views About the Stock Market
April 15, 2020.pdf
Adobe Acrobat document [129.1 KB]
How the Relief Bill Will Help You
March 31, 2020.pdf
Adobe Acrobat document [181.8 KB]
Your Questions Answered by Ric
March 25, 2020.pdf
Adobe Acrobat document [69.6 KB]
Beware of Scam Phone Calls & Emails from Crooks
March 20,2020.pdf
Adobe Acrobat document [92.8 KB]
Making Sense of the New Financial Reality
March 19, 2020.pdf
Adobe Acrobat document [106.9 KB]
Market Update
March 10, 2020.pdf
Adobe Acrobat document [174.4 KB]
More on the Market Drop
February 28, 2020.pdf
Adobe Acrobat document [101.4 KB]
Stocks During & After a Crisis
February 26, 2020.pdf
Adobe Acrobat document [961.5 KB]
Important Tax Information
February 25, 2020.pdf
Adobe Acrobat document [113.0 KB]
Recent Portfolio Improvements in EMAP
February 13, 2020.pdf
Adobe Acrobat document [124.3 KB]
2019 Year-End Review & 2020 Outlook
January 10, 2020.pdf
Adobe Acrobat document [244.2 KB]
SECURE Act signed into law
December 21, 2019.pdf
Adobe Acrobat document [990.6 KB]
A quick note about Schwab and TD Ameritrade
November 25, 2019.pdf
Adobe Acrobat document [88.5 KB]
Inverted Yield Curve
August 16, 2019.pdf
Adobe Acrobat document [276.1 KB]
U.S. & China Trade Relations
August 7, 2019.pdf
Adobe Acrobat document [67.6 KB]
Market Volatility Has Returned
June 28, 2019.pdf
Adobe Acrobat document [486.1 KB]
2018 Client Year-End Letter
January 18, 2019.pdf
Adobe Acrobat document [124.4 KB]
Market Declines This Week
December 21, 2018.pdf
Adobe Acrobat document [776.7 KB]
Market Volatility & Year-end Strategies
December 5, 2018.pdf
Adobe Acrobat document [156.8 KB]
Post Mid-Term Elections Market Strategy
November 15, 2018.pdf
Adobe Acrobat document [62.1 KB]
Merger of Edelman & Financial Engines
November 5, 2018.pdf
Adobe Acrobat document [143.2 KB]
Recent Market Volatility
October 12, 2018.pdf
Adobe Acrobat document [92.5 KB]
2018 Year-To-Date, Market Performance
June 29, 2018.pdf
Adobe Acrobat document [597.5 KB]
Joining Forces with Financial Engines
May 1, 2018.pdf
Adobe Acrobat document [232.6 KB]
Market Volatility
April 30, 2018.pdf
Adobe Acrobat document [319.1 KB]
Portfolio Adjustments
March 4, 2018.pdf
Adobe Acrobat document [276.3 KB]
Do Not Delay Filing Tax Return
March 3, 2018.pdf
Adobe Acrobat document [349.0 KB]
Written Notice, Senior Financial Exploitation Rule
February 18, 2018, Written Notice, Senio[...]
Adobe Acrobat document [297.4 KB]
Recent Market Correction
February 5, 2018.pdf
Adobe Acrobat document [421.1 KB]
Filing Your Taxes ASAP
February 1, 2018.pdf
Adobe Acrobat document [349.0 KB]
2017 Year in Review
January 19, 2018.pdf
Adobe Acrobat document [332.9 KB]
The New Tax Law’s Key Provisions That Directly Affect You
December 27, 2017.pdf
Adobe Acrobat document [526.1 KB]
Are You Prepared for Volatility’s Comeback?
November 9, 2017.pdf
Adobe Acrobat document [218.9 KB]
Edelman's Collective Thoughts About the Current Landscape
August 25, 2017.pdf
Adobe Acrobat document [332.9 KB]
The Trump Rally
April 6, 2017.pdf
Adobe Acrobat document [279.0 KB]
2016 Year in Review
January 12, 2017.pdf
Adobe Acrobat document [170.3 KB]
Post Election Strategy
November 9, 2016.pdf
Adobe Acrobat document [329.1 KB]
Election Investment Strategy
October 13, 2016.pdf
Adobe Acrobat document [290.4 KB]
Maintain Globally Diversified Portfolio
July 14, 2016.pdf
Adobe Acrobat document [187.4 KB]
BREXIT
June 24, 2016.pdf
Adobe Acrobat document [463.4 KB]
Why Short-Term Declines are Nothing to Worry About
March 17, 2016.pdf
Adobe Acrobat document [280.5 KB]
Recommendations
January 22, 2016.pdf
Adobe Acrobat document [145.8 KB]
2015 Year in Review
January 11, 2016.pdf
Adobe Acrobat document [541.3 KB]
Investment Changes to Portfolios
December 18, 2015.pdf
Adobe Acrobat document [117.3 KB]
Social Security Update: How the New Law Affects You
November 10, 2015.pdf
Adobe Acrobat document [233.4 KB]
August 24, 2015.pdf
Adobe Acrobat document [148.8 KB]
July 9, 2015.pdf
Adobe Acrobat document [224.2 KB]
March 23, 2015.pdf
Adobe Acrobat document [142.6 KB]
2014 Year in Review.pdf
Adobe Acrobat document [187.5 KB]
November 19, 2014.pdf
Adobe Acrobat document [251.5 KB]
October 13, 2014.pdf
Adobe Acrobat document [300.5 KB]
August 5, 2014.pdf
Adobe Acrobat document [112.1 KB]
2013 Year in Review.pdf
Adobe Acrobat document [152.2 KB]
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©2008-2022 Weiser Financial Group LLC, Sarasota, Florida provides unsolicited, non-biased education, not a recommendation on any retirement assets. The prohibited transaction rules do not apply. All information is presented as investor education, not investor advice and should be interpreted to be without any sales pitch or bias towards any specific investment products. The objective of Weiser Financial Group LLC’s Website is to deliver meaningful investment education to investors and plan participants in accordance with Department of Labor (DOL) provisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. The accuracy and completeness of the information is not guaranteed. Weiser Financial Group LLC and Edelman Financial Engines LLC are two unaffiliated advisors registered under the Investment Advisers Act of 1940.