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January is a perfect time to get the pulse of the economy and the outlook for 2022. It's a new year with several economic challenges and opportunities.
We are pleased to have Maria Giraldo, CFA, Managing Director, Macroeconomics & Investment Research, at Guggenheim Partners, as our special guest speaker at our State of the Economy Webinar on January 27, at 1:00 PM, Pacific.
Many of you have already let us know on our annual survey that economic updates are important to you. Please save the date and register!
Now is the perfect time to establish your 2022 monthly budget and it is easier then you might think using your personal client portal.
Simply base your budget on your spending history and use the "Auto-Budget" utility. Don't have a lot of history established? No worries, start with what you have and make simple adjustments. Not a fan of your current budget? Simply delete it and use this utility to get started in 2022 with a clean slate.
Having a monthly budget and monitoring your transactions, allows you to have greater awareness to know if you are keeping pace with your personal spending goals.
Give Jennifer a call at 408-963-2884, and she can help you take advantage of this feature in your client portal.
View Our Client Portal Tips Archive Here!
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Client Portal Resources
The resources on the is page will help you learn how to get the most out of your Client Portal. You can also select Help in the upper right of the home page of your portal for additional resources.
View our recorded webinar where we address areas to gain Client Portal efficiency
A Guide To Getting Started - A step by step guide to get started with a login to your site.
Best Practices - Best Practices for using your Client Portal.
Connecting Accounts - Steps to add accounts to your Client Portal. Manage account connections with the NEW Connections Dashboard!
Investments - See account values, asset allocation and market news.
Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.
Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.
Spending - Track your spending and create a budget, all in one place.
Vault - A secure digital document storage repository.
Mobile Client Site - Access your Client Portal from an icon on your smart phone.
Security - Learn about the advanced security features and protocols to keep your data safe and private.
Screen Sharing - Use screen sharing with your advisor when meeting remotely.
Client Portal FAQs - Answers to frequently asked questions.
Client Portal Tips Archive - Reference our top tips in our archive.