Ross Wealth Advisors8/15/11
THE ROSS REPORT

Greetings!

Welcome to The Ross Report, a monthly newsletter designed to provide you with tips and updates, so that you can "live well" during your retirement years.

 

Please feel free to forward this FREE newsletter to any of your friends and relatives whom you believe might find the information within helpful.

    

And if for some reason you would no longer wish to receive this newsletter, it's easy to take your name off the list at the bottom of this newsletter.  Enjoy reading! 

    

 Don Ross

"Traveling Don"  

Last month we started a new program for many of our clients.

One of my passions is travel and I know a lot of my clients share this passion with me. Therefore, I'm excited to share a FUN idea with you!  If you have travel plans coming up, I want to travel with you!

 

For fun, I have sent a replica of myself to several of you and have asked for you to "take me with you" on your next trip.  Below, is the next "You and Traveling Don"showcase.  Keep sending the pictures and info in!  We love it!

 murphytravelingdon

Here is Michael and Barbara Murphy visiting Eagle Bluff Lighthouse in Fish Creek, Wisconsin.  This picture with "Traveling Don"  was taken in a strong wind which preceded rains.  Altogether they were gone eight days and had the threat of rain each day.

 

Thanks Michael and Barbara for taking me along and keeping me dry!  Here is their review:

Where? Eagle Bluff Lighthouse in Peninsula State Park in Door County, Wisconsin.  We drove, going first to my (Mike's) 50th College Reunion (Carleton College in Northfield, Minnesota).

Lodging? -  On our trip we stayed in motels for four nights, the Carleton College dormitory for three nights and in my brother's home in the Chicago area one night.

Would you go back? - We had been to this lighthouse before and will probably go again the next time we are in Door County (the "Thumb" of Wisconsin).

Info? -  We are "into" lighthouses having visited and photographed over 300.

 

Planning Tips

 

 couplewith calcualtor 

Retirees Should Have More Annuities, Fewer Stocks

Equities should be no more than 25 % of your portfolio, says Robert Powell.   

 

Fewer stocks, more annuities. That, in essence, is the advice gleaned from two just-published reports for the benefit of those living in or approaching retirement.

Retirees should invest just 5% to 25% of their portfolios in stocks, or at least that's the case for those whose primary goal is to minimize the risk of running out of money and sustaining their withdrawals, said one report published by Putnam Investments new think tank.

And, Americans can avoid the risk of outliving their assets by saving more, working longer, investing wisely, delaying Social Security and buying a life annuity, according the Government Accountability Office (GAO).  


Good News

Good news

FREEPORT-MCMORAN Copper & Gold Inc. reports its second quarter earnings more than doubled as it produced and sold more copper and gold - to $1.37 billion, up from $649 million on year earlier.

 

SAFEWAY reports that its second quarter net income inched up to $145.8 million from $141.3 million last year.

 

FIFTH Third Bancorp reported that its second quarter earning more than doubled to $328 million from $130 million in the same period one year ago.

 

MEDIA and marketing research firm Arbitron Inc. reported second quarter earnings that doubled to $7.6 million, from $3.8 million last year.

 

UNION Pacific Railroad generated 10 percent more second quarter profit, rising to $785 million from $711 million last year.  


About Don Ross

Don Ross is an experienced financial advisor, assisting clients with retirement and estate planning needs since 1987.  An Upper Arlington, Ohio native, Don is a devoted father and active member of his church and community.  He recently retired from the military after many years of service as a pilot in the Ohio National Guard.  You can reach Mr. Ross at his office in Upper Arlington at (614) 545-0277 or (877) 545-0278 or by e-mail at don@rosswealthadvisors.com.   Please feel free to visit our Web site: www.rosswealthadvisors.com
 
Ross Wealth Advisors and SICOR Securities, Inc. are unaffiliated.  Don Ross, RR, RA offers advisory services  through SICOR Securities, Inc. Member FINRA, SIPC, MSRB, Registered Investment Advisor,  www.sicor.biz.

Donald L. Ross

Visit our Web site

www.rosswealthadvisors.com

 

Or call us @ (614) 545-0277

(877) 545-0278

fax (614) 459-9099

 

e-mail Don

don@rosswealthadvisors.com

 

Or visit our offices

 

Ross Wealth Advisors

5005 Horizons Drive

Suite 100

Columbus, OH 43220 

 

Don Ross
In This Issue
"Traveling Don"
Planning Tips
Good News
Quick Links
  

Secrets Revealed!  What All Stock & Mutual Fund Investors Should Know!

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