November Newsletter
IN THIS ISSUE
Social Security Alerts
Q3 Market Update and
Chartbook
SPECIAL ALERTS
The End of Key Social Security Planning
Strategies May Be Just Days Away
The budget bill currently working through Congress
contains provisions eliminating the file and suspend
Weight of the Evidence
FEATURED ARTICLES ON
RHWealthManagement.com
Past Newsletters
All About Shredding
Long Term Care Insurance:
How to Choose it
Increasing the Odds of
Successful Wealth Transition
strategy for Social Security, as well as the ability to
file a restricted application. The House version of
the bill included a 6-month grace period to begin a
file & suspend strategy, meaning you may need to
act quickly after this bill is finalized.
A proposal to curtail the potential spike in Medicare
premiums was also included in this bill. This
provision contains good news for some and bad
news for others.
CLICK HERE for the latest blog entry from Michael
OTHER BAIRD ARTICLES
Bull & Baird Blog
Muni Weekly
Fixed Income Weekly
If you would like to receive the above
Baird articles on a regular basis please
email Hannah at
[email protected]
Kitces.
CLICK HERE for a summary of the proposed Social
Security and Medicare changes.
No Increase for Social Security
Benefits in 2016
On October 15, 2015, the bad news that was
rumored for months was confirmed—Social Security
recipients will not see their benefit get an inflation
OUR TEAM
We are a multigenerational
wealth management team with
increase for 2016.
over 100 years of combined
industry experience.
RH Wealth Management strives
to make a difference in our
client’s lives by providing the
highest quality financial advice.
We are grateful for the
opportunity to help clients
accomplish their goals
throughout every phase of their
financial life.
The full Baird article is attached.
______________
Tim Steffen, Baird's Director of Financial Planning,
hosted a call on Social Security and retirement
planning strategies.
Click HERE to listen to the recording.
HOW WE ARE DIFFERENT
Baird is privately held.
Q3 Market Update and Chartbook
Baird is employee-owned.
This quarter’s issue of
Private Wealth Management
is Baird's flagship business.
Baird’s Market Update is
now available.
Partners of RHWM are partowners of Baird.
Partners of RHWM each have
their own wealth in strategies they
recommend to clients.
CONTACT US
RHWealthManagement.com
[email protected]
Phone: 303-329-4314
Toll Free: 888-792-4479
Fax: 303-329-4319
Highlights from the Q3
Market Update include:
•
Q3 Recap
•
China’s Impact on Global Growth
•
Volatility Returns with a Vengeance
•
Growth Stocks Continue to Lead
•
Latin America Loses Among EM
•
Fed Passes on Rate Rise
•
Municipals Follow Treasuries Higher
Weight of the Evidence:
A snapshot of the six primary indicators
moving today’s market
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Robert W. Baird & Co. Incorporated. 777 East Wisconsin Avenue, Milwaukee, WI 53202. 800-RW-BAIRD. rwbaird.com.
MC-41132v2.