Quarterly Economic Overview
Webinar Archive
Please click on the link below to view the
past quarter's presentation by Daniele Donahoe,
our Chief Investment Officer.
If you wish to be added to the attendance
list to register for the live webinars email
rinehart@rinehartwealthmanagement.com
Webinar Archive
Journal of Financial Planning, "Leadership in
Action: Cheryl Sherrard, CFP®"
Director of Financial Planning Cheryl Sherrard, CFP®, was recently
recognized as the profiled advisor for the Financial Planning Association’s Leadership in Action series. The May 2011 Journal of Financial Planning highlights Sherrard’s long-term devotion to geriatric planning and how she has proven a leader for the financial planning community in assisting with eldercare issues.
Wall Street Journal Blogs: "Voices, Cheryl
Sherrard on Clients with Aged Parents"
A post by Rinehart Wealth Management's Cheryl Sherrard, CFP®,
appeared in the Wall Street Journal's Financial
Adviser blog on February 8, 2011. In "Voices,
Cheryl Sherrard on Clients with Aged Parents,"
the Rinehart Wealth Management Director of
Financial Planning describes how the financial
adviser can serve as a crucial source of
unbiased advice for aging parents and their
children alike.
NAPFA Consumer Webinar Series, "Financial
Management of an Aging Parent"
Rinehart Wealth Management's Director of
Financial Planning, Cheryl Sherrard, CFP®,
hosted a webinar for the National Association of
Personal Financial Advisers (NAPFA) on October
1, 2010. To tune into her presentation please
visit NAPFA.org's archived sessions by clicking
here:
"Financial Management of
an Aging Parent."
Dow Jones Adviser, "Helping Clients Make
Late-Life Choices"
Peter McDougall's "Helping Clients Make Late-Life Choices" features advice from Rinehart Wealth Management's
Director of Financial Planning, Cheryl Sherrard, CFP®,
who assists clients with these difficult
decisions.
Selected
Funds, "The Wisdom of Great Investors"
This
brochure from
Selected Funds reiterates so many of our investment beliefs. The insights from these eight great investors give prospective and affirm a solid investment philosophy. After 2008 and 2009, it is good to step back in order to reassess what we believe.
NAPFA Advisor Magazine, "What is Socially
Responsible Investing?"
NAPFA Advisor Magazine published Mary
Rinehart's article, "What
is Socially Responsible Investing?" in their
September 2009 issue.
"Why the Small Business Owner Needs
a 'Financial Quarterback'"
Director of Financial Planning Cheryl Sherrard,
CFP®,
contributed to FiLife.com, a website
that was partnered with the Wall Street Journal to
help connect financial experts with those
seeking advice. "Why
the Small Business Owner Needs a 'Financial
Quarterback'" debuted in June 2009.
Monthly
Newsletter
+
We invite
you to sign up to receive our monthly
newsletter.
Click here to sign up now. Or, if you
prefer, feel free to review our most recent
newsletters posted below. We offer our opinion
and advice on relevant financial topics that we
feel could have an impact on your wealth
management plan.
February 2012 - 2011
Economic Overview and 2012 Outlook Newsletter
&
4Q11 Economic Overview
Presentation
January 2012 - The
Emergence of ETFs and the Role They Have in Your
Portfolio
December 2011 -
2010 Survey Follow-up and Office Update
November 2011 - 3Q11
Economic Overview Newsletter &
3Q11 Economic Overview
Presentation
October 2011 -
Tax Planning Opportunities
September 2011 - Is now the right time to consider a real estate purchase?
August 2011 - 2Q11 Economic Overview Newsletter
&
2Q11 Economic Overview
Presentation
July
2011 - Geopolitical and Event Risk
June 2011 - Trust Management and Investment
Services
May 2011 - 1Q11 Economic
Overview Newsletter &
1Q11 Economic Overview
Presentation
April 2011 - Compliance Update
March 2011 - Multi-Year
Tax Considerations
February 2011 - Reasons
for the Recent Decline in Bond Prices
January 2011 - Office
Update
November 2010 - The Do's
and Don'ts of Roth Conversions
October 2010 - Emerging
Markets
September 2010 - Critical
Issues Around Aging Parents
August 2010 - Hybrids
July 2010 - Inflation
Concerns
June 2010 - Countdown to
College
May 2010 -
Follow-Up: Daniele Donahoe's Role
May 2010 - Office Update
April 2010 -
Financials and Your Portfolio
March 2010 - Estate Tax Repeal
