Client Newsletter: July 15, 2015

Hoover Financial AdvisorsJuly 21, 2015

Clients Newsletters

Fall Seminar: Bring a Guest…Win a Prize

So many clients are talking about HFA’s upcoming fall seminar featuring Liz Ann Sonders. There is such an air of excitement surrounding the investment specialist’s appearance on October 29th. We are confident this will be an event that you won’t want to miss!

To ensure there is ample space, we booked Penn State Great Valley’s Conference Center. Registration will begin at 4:30 pm and the program will start at 5:00 pm. Following the presentation, there will be a casual dinner reception for all attendees. This event is the perfect opportunity for you to invite guests to join you as well. Your reward will be twofold.

  1. Your friend or colleague will enjoy an evening of education and a delicious meal.
  2. You may be the winner of a $100 VISA GIFT CARD raffle prize.

Included in this mailing are several guest cards for you to pass along to your friends, families and/or colleagues. Everyone who brings a guest is automatically entered in HFA’s exciting raffle to win a $100 VISA GIFT CARD!  Three winners will be announced that night – we hope you are one of them!

Here is a recap for you to send to guests who you think will enjoy the seminar. Liz Ann Sonders, who is Chief Investment Strategist at Charles Schwab and Senior Vice President at Schwab affiliate Windhaven Investment Management, Inc., is one of the most sought financial experts by national media. CNBC calls on her as a regular contributor and guest host. Fox Business News frequently relies on her reports. Television news magazine Nightly Business Report often includes her on programs and Bloomberg TV & Radio, ABC Good Morning America, CBS This Morning and PBS NewsHour also schedule her on a regular basis. Print publications, including Wall Street Journal, The New York Times, Financial Times and Associated Press consistently quote her.

Liz Ann was noted on Wall Street Journal’s former SmartMoney personal business magazine’s Power 30 list and is a past Kiplinger’s best strategist of the year. She made the American Banker/US Banker list of 25 Most Powerful Women in Finance and most recently was named to the IA 25 by Investment Advisor, which is its list of the 25 most important people in and around the financial advisory profession. In 2005, President George W. Bush appointed the financial strategist to the President’s Advisory Panel on Federal Tax Reform, a bi-partisan tax commission. The University of Delaware graduate was inducted into the school’s Alumni Wall of Fame along with Vice President Joe Biden and New Jersey Governor Chris Christie and gave the Winter Commencement Address last year.

Now you and your guest can hear Liz Ann speak, as well. There will also be an opportunity for her to answer your investment questions. We look forward to seeing you and meeting your guest. Please contact Danielle Marinelli if you haven’t already made your reservation. E-mail her at Danielle@petehoover.com or call 610.651.2777, extension 101.

Market Summary

Benchmark Charts_2nd Quarter 2015
*click chart to enlarge

Schwab Resources

Enrolling in Schwab Alliance provides you with convenient and resourceful options for servicing your account.  Schwab Alliance is a customized online experience for all Schwab clients.  The setup process is quick and simple and our client service team is able to help you with the process.

One of Schwab’s newest offerings is eSignature functionality. This allows you to review and sign your Schwab documents electronically. The process saves time by removing the need for mailing documents and allows the workflow to happen systematically.

Another highlight of Schwab’s service is the High Yield Investor Checking Account.  Each account holder receives a Visa Platinum debit card to use at ATMs and participating merchants. This account is a great option for clients who are traveling outside the U.S. Clients pay no foreign transaction fees for purchases in other countries.  Clients can also withdraw cash at any ATM and receive unlimited rebates for ATM fees.  Furthermore, High Yield Investor Checking clients also have the ability to utilize Schwab Mobile Deposit, where clients can make deposits simply by taking a picture of their checks from their mobile phone or tablet.  There are limitations and enrollment requirements for these features.

Additionally, Schwab also offers the Schwab Charitable Fund.  This is an industry-leading donor-advised fund, whose donor-advised account is a tax-smart, efficient and private way to manage charitable giving, with a minimum opening balance of just $5,000.

If you have any interest in utilizing any of these Schwab services, please contact our office and the client service team will be happy to assist you with any questions or set up required.

As always, please do not hesitate to contact our office if there have been any changes within your financial situation.  We look forward to continuing to be of service to you in the future.

Best Regards,

Peter K. Hoover, CFP®


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