J.C.D. Associates is a NYC based, wealth management firm working with individuals, corporate executives, professionals and business owners throughout the U.S.
in areas of retirement, educational funding, wealth accumulation and wealth preservation. in areas of retirement, Educational funding, wealth accumulation and wealth preservation.
06/27/2018
Rethinking Retirement Rules
Rethinking Retirement Rules High stock and bond prices, more market volatility, rising inflation, and an uncertain economic outlook make retiring today a tougher calculation than ever before. How much is enough to retire, and how much can you spend? Here’s how to plan.
Audi was one of the sponsors at the Forbes Women's Summit.
Doing cool, fun things for the attendees!
06/20/2018
Biometrics? Wild!
OppenheimerFunds Power Portrait Check out my Power Portrait taken at the Women’s Summit
06/04/2018
Italy, home of the Roman Empire and a major center of the Renaissance has flourished for centuries. Italy is known for its art, architecture, music, and food.
The Italians have survived the devastation of World War II and many different governments. The people have been able to survive, adapt and cope with many changes in government. Is it different this time? Italy’s “messy politics” with extremists on both sides may affect all of Europe. With so much family in Italy, it pains me to read this.
I welcome your feedback.
How Do You Solve a Problem Like Italy? Italy’s decades-long productivity slump and decline in jobs since 2008 must both be addressed.
03/29/2018
Safe Withdrawal Rate for Early Retirees.
Safe Withdrawal Rate for Early Retirees - American Portfolio Blog In a recent paper, “Safe Withdrawal Rates: A Guide for Early Retirees,” its author confirmed the conclusion that a 4 percent withdrawal rate from a 50/50 portfolio had a success probability of 95 percent after 30 years. Want to know more? Read this post!
03/20/2018
Dinner at Eqinox in DC after meetings with Advisors Capital Manager. Due Diligence meetings at the Mayflower Hotel. Economic and Markets overview discussed as well as the role of the media in markets and the federal budget challenges in this time of a divided government.
03/19/2018
5 Reasons Couples Need to Talk About Retirement.
5 Reasons Couples Need to Talk About Retirement If you don't communicate with your spouse, your retirement finances and lifestyle could suffer.
02/26/2018
Don't Ignore This Gap When Signing Up For Medicare!
Don't ignore this gap when signing up for Medicare Generally you get six months to enroll in a Medigap policy with no health questions asked. After that, look out.
02/06/2018
Barron's 100 Most Sustainable Companies!
Barron’s 100 Most Sustainable Companies Barron’s teamed up with Eaton Vance’s Calvert unit to determine the companies with the best business practices, positioning them for a changing world. Good news: It turns out they’re good investments, too.
01/17/2018
Teaching Children about Money.
Teaching Children about Money - American Portfolio Blog Money may be the last strain of modesty left in our modern culture. We speak frankly of relationships, feelings and failings, but rarely does anyone freely discuss his or her earnings or wealth. That’s why we need financially savvy children.
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