Archive for the ‘Newsletters’ Category

CJ&A opens Second Opinion

Thursday, October 29th, 2015

The following is from a letter we mailed to our clients recently:

You may have heard that I sold my financial planning practice.

Over the years we have heard from clients and prospects about their fears, distrusts and disappointment with other financial advisors.

Because I believe people deserve honest answers about all their financial matters I’ve started a new division of Chuck Jones & Associates called Second Opinion.

CALL ME IF YOU OR SOMEONE YOU KNOW HAS ANY DOUBTS ABOUT:

  • What they are really paying for the financial plan they were sold!
  • Whether their plan is on track to reach their goals!
  • Whether their plan can get them to the lifestyle of their dreams!

Second Opinion is unbiased advice about all your finances from an expert.
I’m still a Certified Financial Planner™ and an expert in investments, insurance, risk management plus the tax and financial implications of estate planning.

BUT I no longer sell, trade, manage or otherwise represent clients in financial matters. Instead I charge a fee for a Second Opinion. I earn nothing in addition. There are no commissions and no hidden charges.

Here are some more reasons you or a colleague might want to call:

  1. Are you suspicious about why your planner never has time for your questions?
  2. How certain are you about how well your portfolio is being monitored?
  3. Do you doubt that your funds are being managed to meet your goals?

I can answer your concerns,

Sincerely,
Chuck Jones CFP®
Founder, Second Opinion

PS: Second Opinion is a way to get an unbiased evaluation of your financial plans from an expert in investments, insurance, risk management, as well as the tax and financial implications of Estate Planning. Find out what you’re really paying, whether you’re on track and if the plan you were sold can get you to the lifestyle of your dreams.

Call this direct line for direct answers: (503) 291-1313

Visit: www.investingsecondopinion.com

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January 2014 Newsletter

Friday, February 28th, 2014

Greetings from Chuck Jones & Associates, Inc. This month we attached a reprint of an article from the publication, Imprimis titled “The Case for Repealing Dodd-Frank.” The first page of our newsletter has an introduction from Chuck stating why this article is so timely and helpful in our understanding of the 2008 Financial Crisis.

Click on the following link to read our online Newsletter (PDF):

- January 2014 Newsletter

“Many receive advice, few profit by it.” – Publilius Syrus (~100 BC), Maxims

December 2013 Newsletter

Thursday, December 19th, 2013

Click on the following link to read our online Newsletter (PDF):

- December 2013 Newsletter

In This Issue

  • A recap of Chuck’s attendance at the Estate Planning Council of Portland meetings and Chuck & Andrew’s speech to the OSCPA
  • Some information about IRA’s and distribution
  • “How Much Do You Need To Have For Financial Independence”
  • “Taking Advantage of the Low Interest Rates to Refinance Your Home”
  • “Your Credit/Debit Cards May Not Be Safe!”
  • An Article from the American Association of Long Term Care Insurance re: “Long Term Care Tax Premium Deduction”
  • An insert that outlines “What We Do” at Chuck Jones & Associates
  • “Pre-Marital Financial Counseling” with an attached Certificate for 1.5 hours free consultation

“If we ever forget that we are One Nation Under God, then we will be a nation gone under.” – Ronald Reagan

October 2013 Newsletter

Monday, November 4th, 2013

Click on the following link to read our online Newsletter:

- October 2013 Newsletter

In This Issue

  • Saving Is Not Enough
  • Do You Have a Job-Loss Safety Net?
  • Five Lessons from the Three-Year Market Rally
  • The Risks of Over-Allocated Funds
  • Plus, Chuck’s Tips

“Money is better than poverty, if only for financial reasons.”
- Woody Allen

August 2013 Newsletter

Wednesday, August 21st, 2013

Click on the following link to read our online Newsletter:

- August 2013 Newsletter

In This Issue

  • So You’re Ready For Retirement, Or Are You?
  • Benefits of Staying Invested Through Market Volatility
  • Chuck’s Comments, Tips & Information

“Nobody ever wrote down a plan to be broke, fat, lazy or stupid. Those things are what happen when you don’t have a plan.” -Larry Winget, professional motivational speaker

June 2013 Newsletter

Thursday, June 27th, 2013

Click on the following link to read our online Newsletter:

- June 2013 Newsletter

In This Issue

  • The Importance of Rebalancing
  • Chuck’s Tips
  • The Art of Asset Allocation
  • The Importance of Saving for Women
  • Retirement Investing Q&A
  • The Flavors of Investing

“You can either take action, or you can hang back and hope for a miracle. Miracles are great, but they are so unpredictable.” – Peter Drucker

A goal with no plan is simply a wish. Do you have a plan?

May 2013 Newsletter

Tuesday, May 28th, 2013

Click on the following link to read our online Newsletter:

- May 2013 Newsletter

In This Issue

  • Making up for Retirement Shortfalls
  • 25 Ways to Cut Expenses
  • Chuck’s Tips
  • Financial Prep for Natural Disaster

April 2013 Newsletter

Thursday, April 4th, 2013

Click on the following link to read our online Newsletter:

April 2013 Newsletter

In This Issue

  • Don’t Pay Tax Twice
  • Get Your Estate Plan in Gear
  • How to Choose a Tax Preparer
  • Chuck’s Tips & Facts

February 2013 Newsletter

Friday, March 1st, 2013

Click on the following link to read our online Newsletter:

February 2013 Newsletter

In This Issue

  • Saving for an Emergency
  • Chuck’s Corner: (Tips, Tricks and Comments)
  • Five Key Questions About Long-Term
    Care Insurance
  • Retirement Income Sources

November/December 2012 Newsletter

Monday, December 10th, 2012

Click on the following link to read our online Newsletter:

CJ&A November/December 2012 Newsletter

Happy Holidays from the team at Chuck Jones and Associates, Inc. — This special two-month edition of the newsletter includes: a double-page Chuck’s Corner (Tips, Facts and Comments) and two interesting articles gleaned from our resources at Morningstar, Inc.

© 2015 Chuck Jones & Associates, Inc., 7110 SW Fir Loop, Suite 240, Portland OR 97223-8025 (503) 291-1313. CERTIFIED FINANCIAL PLANNER™ are
certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP® Board's initial and ongoing certification requirements.