ChoiceOne Investment Center Economic Updates
- Investing for Your Retirement
Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time.
Download the PDFRecord-Keeping System
A record-keeping system is a systematic approach to retaining and filing documents in a way that makes them easy to find when needed, even if it's several years later. Record-keeping systems range from simple to elaborate and from basic to comprehensive. The ideal system is designed to fit your personal and family situation and lifestyle.
Download the PDFAnnual Market Review 2013
Standoffs, sequestration, shutdown, and suspense in Washington supplied the wall of worry that equities markets are said to be so fond of climbing.Important Role in Many Estate Plans
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.
Download the PDFMarket Month: November 2013
Sprint to the finish: As economic data delayed by the federal government shutdown began to trickle in and the Fed continued to hold off on tapering, investors continued to drive equities to record levels.
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