Mixed Bag of Topics for the Year End

December 3, 2016

Today’s show covers a mixed bag of topics.  Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal.  Then the boys will provide an explanation on why bonds decline when interest rates increase.  Lastly, Jim and Chris provide a year end checklist of financial planning topics.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.