Educating Marin Residents about the Economic Outlook for 2014

2014 could prove to be an economically important year and that’s what Valley Oak Wealth Management is educating Marin’s residents about.  

We’ve experienced an incredible, record-breaking stock market rally.  But is it time to take profits?  Or will the rally continue and should you let your winnings ride?  Tim Russell and Scott Stanley of Valley Oak Wealth Management answered these questions for 60 people on January 22nd, 2014 at the Marin Country Club in Novato. 

Russell stated that “we are looking at a positive year for the stock market in 2014, but we will remain cautious, as there are a number of factors that could easily change our outlook.”  A combination of improving indicators in the housing market, corporate earnings, and a global economy creates a positive fundamental story.  Stanley pointed out that having a sound investment process can be the difference between success and failure.  The event was wrapped up very nicely with gifts for their clients and a warm thank you. 

Valley Oak Wealth Management has committed to providing a solution by offering events like this.  Valley Oak Wealth Management is an independent financial advising organization that specializes in retirement.  If you have any questions or would like to talk to someone at Valley Oak Wealth Management about their services, please contact Kareen Maskell at (415) 898-4439 or www.ValleyOakWM.com.

Securities offered through LPL Financial.  Member FINRA/SIPC