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January 2015
Lifestyle Connection
Monthly Tidbits from RedRock
Traveling with the Grands
 

There's a new retiree trend in investing - and its' called "Memory Magic Investing".  Instead of handing out gift cards, or an ugly Christmas sweater, grandparents are making investments in family experiences.

  

Grandma and grandpa are choosing to spend their retirement savings on lasting memories that are well-organized and thought-out. Research suggests that experiences bring more happiness than tangible gifts, and what better experience than spending time with your kids and grandkids.

 

Looking for ideas and tips for a fabulous trip with your family, click here.

Why You May Be Surprised
With your 2014 Returns
  
  

2014 was a wild year in the markets.  The Dow Jones Industrial Average, the S&P 500 and the Nasdaq all recorded record highs during the year.  Yet surprisingly, most investors won't see their portfolios showcase returns that come close to these unmanaged indexes. 

And in the end...that's a good thing.  Here's why....

Join us for Economic Outlook 2015
  

Outlook 2015:  In Transit   

Please join us for a comprehensive perspective on the markets, the economy and the many factors that will influence them in the years ahead.

Where:  Butte Country Club

175 Estates Drive

Chico, CA  95928

When:  January 27th, 2015

Time:  Check-in 6:15

Presentation:  6:30-8:00pm

 

Please RSVP to [email protected] or call 530-892-0253

 Diane Knight, CFP�, Kathleen Carpenter, CFP�, Benjamin Knight, CFP�, Kim Huber, CFP� and Barbara Wagoner, CFP� are Registered Representatives with and Securities offered through LPL Financial, Member FINRA/SIPC.

 

  

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In This Issue
Traveling with the Grands
Surprised with 2014 Returns
Outlook 2015

 

 

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 eMoney 

 

 

 LPL Account View 

 

 

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