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Meyers Financial Blog · 1W ago

Weekly Market Update, May 14, 2012

Weekly Market Update, May 14, 2012                               Presented by Lillian M Meyers, CFP®,CDFA™, EA   General market news ·       The U.S. Treasury sold 10-year and 30-year bonds last week, and both saw strong demand at auction. The yield on the 10-year was as low as 1.78 percent early
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Meyers Financial Blog · 3W ago

Retirement Session Coming Up May 17th & 24th in Sonoma

I'd like to invite you to our next session: Retirement Income Planning  Certified Expert Dos and Don'ts Insurance Sales Presentation, California Insurance Lic. 0809561
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Meyers Financial Blog · 1M ago

"Protecting Assets with a Variable Annuity" Session Coming Up! (Sonoma & Oakmont)

We'd like to invite you to our next session: Protecting Assets with a Variable Annuity Certified Expert Dos and Don'ts Insurance Sales Presentation, California Insurance Lic. 0809561 If you're considering setting up a variable annuity, please attend this informative session and insurance sale
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Meyers Financial Blog · 2M ago

IRS Releases the Dirty Dozen Tax Scams for 2012

IRS Releases the Dirty Dozen Tax Scams for 2012 IRS YouTube Videos: Dirty Dozen: English | Spanish |
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Meyers Financial Blog · 3M ago

"Estate & Succession Planning" Session Coming Up! - Feb 16 in Napa

We'd like to invite you to our next Napa wealth management session, coming up in a little over 1 week: Basic Estate & Succession Planning: Certified Expert Dos and Don'tsYou'll get estate planning advice from CERTIFIED FINANCIAL PLANNER PRACTITIONER®, Lillian Meyers and Attorney at Law, Nancy E. Co
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Meyers Financial Blog · 4M ago

"Estate & Succession Planning" Session Coming Up! - Feb 9 in Sonoma

We'd like to invite you to our next Sonoma wealth management session, coming up in less than 3 weeks: Basic Estate & Succession Planning: Certified Expert Dos and Don'tsYou'll get estate planning advice from CERTIFIED FINANCIAL PLANNER PRACTITIONER®, Lillian Meyers and Attorney at Law, Nancy E. Coo
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Meyers Financial Blog · 4M ago

"Short Sale Buying & Selling" Session Coming Up! - Feb. 7 in Sonoma

We'd like to invite you to our next Sonoma wealth management session, coming up in less than 3 weeks: Short Sale Buying and Selling: Certified Expert Dos and Don'tsIf you're considering selling your home in a short sale, or buying a short sale home, please attend this informative session. You'll get
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Meyers Financial Blog · 4M ago

Weekly Market Update, January 2, 2012

Weekly Market Update, January 2, 2012                           Presented by Lillian M. Meyers, CFP®,CDFA™,EA   General market news ·       The final week of 2011 saw trading that mimicked what we saw throughout the year: back-and-forth moves, volatility, and very little net change when all was s
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Meyers Financial Blog · 5M ago

Weekly Market Update, December 19, 2011

Weekly Market Update, December 19, 2011 Presented by Lillian M Meyers, CFP®,CDFA™, EA   General market news ·       Equity markets moved lower last week as the S&P 500 dropped 2.8 percent. The market has seesawed for a few months now, and last Friday’s close left us within 5 points of the close in
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Meyers Financial Blog · 5M ago

Weekly Market Update, November 28, 2011

Weekly Market Update, November 28, 2011 Presented by Lillian Meyers, CFP®, CDFA™, EA   General market news ·         Equity markets continued to slide, posting four days of losses last week, after several down days in the prior week. In total, the S&P 500 Index has lost ground in all of its last s
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