Welcome to the official blog of Paul R. Ried Financial Group, LLC! We hope you will find the wide range of topics we will address here both interesting and informative. Click the headings in bold to read the full posts.
In this video our Director of Investments / CCO, Adam Jordan, sat down with Drexel University Professor and Dakota Live Podcast host Robert Morier to discuss a wide range of industry topics including the evolving asset management...
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Tuesday, September 26, 2023
Recorded September 6, 2023 as part of our Client Education Series: You know the legislation's name. You have heard about it in the news. But do you understand how the SECURE 2.0 Act will affect you? Skip reading the pages and...
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Tuesday, May 30, 2023
Recorded on May 18, 2023 as part of our Client Education Series: Who should watch the recording? If you are currently drawing Social Security, or are planning to start drawing soon. Or, perhaps you are interested in how...
Read MoreWe are excited to announce Paul's rankings in Barron's and Forbes this year! He maintained his #11 spot in Washington State in Barron's Top 1200 Financial Advisors across America, ranked as #173 of America's Top...
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Wednesday, March 15, 2023
With the recent headlines about Silicon Valley bank and others, we wanted to address any questions you may have about your accounts with us which are custodied at Pershing, LLC.In this environment, we are reassured that your accounts...
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Friday, March 10, 2023
Recorded on February 15, 2023 as part of our Client Education Series: To look, or not to look (at your investment statement), that is the question... Market volatility has put investors on edge for much of 2022, and it is still...
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Monday, February 27, 2023
Entering this year the investment landscape has certainly changed from the year prior. While many of the top investor concerns are still front and center including inflation, geo-political worries, and recessionary fears….the difference is
Read MoreWe are proud to announce Paul's listing in Forbes' Top 250 Wealth Advisors for 2022, once again rising in the ranks to the 162nd spot. This is the sixth consecutive year he has received this recognition, originally beginning in 2016....
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Friday, July 8, 2022
Are we in a recession? Are we in a “Growth Slowdown”? How do we know when we are in a recession and who defines a recession anyway? Does it even matter what they call it?
Read MoreWe are honored to have been recognized as one of America's Top 1200 U.S. Financial Advisors for 2022, our 14th consecutive year on this ranking. In the state-by-state breakdown, we are #11 in Washington State.
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Tuesday, February 8, 2022
2021 marked the 3rd best year for the US stock market1 in the last 20 years. Meanwhile it marked the 2nd worst year for bonds2. However, the mood of the stock market quickly changed once the calendar rolled into 2022, dropping 10%.....
Read MoreThe holiday season has come and gone and now, the 2022 tax season is almost here... We are excited to share with all our clients and friends the updated Paul R. Ried Financial Group, LLC Tax Guide for 2021-2022! Click on the button...
Read MoreStarting in 2022, updated life expectancy tables used to determine Required Minimum Distribution amounts that must be taken from retirement accounts will go into effect. These tables had not been updated in 20 years and reflect the...
Read MoreBoeing recently announced that starting in January 2022, Fidelity will beome the new service provider for Boeing retirement benefits, including the Boeing 401K, SSP and Executive SSP nonqualified retirement plans. The pension plans...
Read MoreWe are so excited and honored to announce Paul's listing in Forbes' Top 250 Wealth Advisors for 2021, as he climbs the ranks to take the 175th spot. This also marks the fifth year in a row that he has received this recognition. As...
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Thursday, March 4, 2021
As we enter the month of March, we also mark a full year of COVID-19 related restrictions on businesses, schools, and social functions. Somehow it feels like time has dragged on and yet simultaneously flown by. “It would be so...
Read MoreWe are thankful for an amazing turnout to our 28th Annual Client Event which featured a great keynote speaker, musician, and audience! Please check out the historical event page by clicking on the button below or by...
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Tuesday, August 11, 2020
If it seems to you like the stock market is living in a different reality than the rest of us, you are not alone. The stock market, as measured by the S&P 500, is now higher than it was at the start of this year and as of the time of......
Read MoreThese are unprecedented times… in our nation, in our economy and in the markets. Individuals need financial advice now more than ever before, especially those nearing and in retirement. This time in the economy, combined with...
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Monday, April 13, 2020
By now everyone has probably heard a lot about "Flattening the curve" as it relates to the COVID-19 coronavirus. The whole purpose of the stay-at-home orders and social distancing measures is to "flatten the curve" as it relates to the...
Read MoreWe are pleased to present to you the third video in our series of video messages with insights regarding COVID-19 from a financial perspective. In this message, 3 Crucial Questions to Answer NOW, Paul presents a self-test to help any...
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Tuesday, March 24, 2020
Stock markets always tend to fall much quicker than they rise, although this time does appear to have broken some records in that regard. The below chart shows the number of trading days it took before historical market sell-offs...
Read MoreWe are honored to have been listed in Barron's 2020 list of America's Top Financial Advisors (click to view), this makes it 12 consecutive years in their listing. In the state-by-state breakdown we are listed as #12 in Washington State...
Read MoreHere Paul shares his latest thoughts on the current economic and market environment. Please take a few minutes to listen and don't hesitate to reach out to us with any questions! The views depicted herein are for information purposes...
Read MoreTo our Clients and Friends, Our objective is to keep you well informed about the state of the market and your portfolio on an ongoing basis, especially during these turbulent times. Paul prepared this brief 8 minute video message...
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Monday, March 2, 2020
March 2019 Market Commentary March 1, 2019 Dear Clients, February was quite the wake-up call for investors with the S&P 500 falling 13% from it’s all-time high over the course of only 7 trading days….with not a single one...
Read MoreWe are honored to once again be recognized in Forbes' list of "Best-In-State Wealth Advisors". You can read more about the qualitative and quantitative methodology used here . As always, none of this would be possible without the...
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Thursday, January 10, 2019
January 2019 Market Commentary January 10, 2019 Dear Clients, While 2018 started out on a good note for the stock market in January, Santa brought a lump of coal for Christmas. December 2018 officially went down as the worst December...
Read MoreWe were recently honored to have Paul listed among the 250 advisors named to Forbes' 2018 list of "Top Wealth Advisors". This includes being only 1 of 6 advisors to make the list in Washington State. The methodology used included "A...
Read MoreAdam Jordan, our Director of Investment Research and Management flew out today.....headed to Fund Forum International in Berlin. He was honored to be invited back after speaking on a panel at last year's event as well. We are looking...
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Thursday, May 31, 2018
May 2018 Market Commentary May 31, 2018 Dear Clients, In February, after 15 consecutive months of gains for the S&P 500, investors were finally reminded of what a down month looks like. Investors were also finally reintroduced to the...
Read MoreOn March 15th, we hosted a 2018 Client Economic Outlook luncheon at the Arizona Biltmore Hotel in Phoenix for our clients that currently live in Arizona. We were happy to see the great turnout! For those that do not live in Arizona or...
Read MoreWe are honored to have been recognized in Forbes recent list of "Best-In-State Wealth Advisors" for 2018! You can read more about the methodology here. As well as see the full listings here. None of this would be possible without the...
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Tuesday, January 9, 2018
January 2018 Market Commentary January 9, 2018 Dear Clients, As another year came to a close, 2017 marked the 9th consecutive year of gains for the S&P 500 in a bull market that began in 2009. It also ended as the only calendar year in...
Read MoreWe had a great turnout at our most recent Client Event, The Economy and Your World 2017. We realize that not everyone was able to attend. For that reason, we once again videotaped the event. This years keynote speaker was Brian Portnoy...
Read MoreThere are a lot of misconceptions out there regarding Medicare. Check out the below short video which addresses 5 of the common misconceptions.
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Wednesday, August 23, 2017
It has been a very strong year so far for a broad range of asset classes. Through the first eight months of the year many asset classes have either matched or surpassed their...
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Monday, June 26, 2017
I recently returned from FundForum International in Berlin, where I had the pleasure of speaking on a panel which addressed the role of technology in the fund selection process. The conference was full of great sessions and interesting...
Read MoreIn a recent interview with InvestmentNews, Paul discusses the importance of Financial Advisors focusing their resources on a niche in order to best serve their clients' needs.
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Monday, April 3, 2017
Dear Clients, The stock market started off this year in a similar fashion to how it ended last year, in rally mode. The difference this year is that international stocks have been participating as well. If this international...
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Tuesday, March 7, 2017
We are honored to announce that Barron's has named us on their list of Top Financial Advisors for the 9th consecutive year. This year's state-by-state ranking puts us within the top 15 advisors in Washington State and represents the...
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Tuesday, January 10, 2017
Dear Clients and Friends, As you know, we are dedicated to keeping you informed and to providing you resources to help you make good long term financial decisions. In that spirit, please find below the video of my perspective on the...
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Monday, December 12, 2016
December 2016 Market Commentary December 12, 2016 Dear Clients, As we come up on the close of another year, we also are coming to the end of one presidency and on to another. Regardless of anyone’s political views, we can all be...
Read MoreWe recently held our 2016 Client Economic Outlook Event on November 9th, the day after the election. We had a great turnout once again for a very timely discussion, however, we realize that not everyone is able to make the event.
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Tuesday, August 23, 2016
Following the United Kingdom’s vote on June 23rd to leave the European Union, the S&P 500 fell approximately 5% over the next two trading days as investors worried about...
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Tuesday, June 28, 2016
As we are sure you have heard, voters in the United Kingdom chose the leave the European Union on June 23rd. The initial market reaction was a very quick sell-off in stocks and increased demand (and therefore higher prices) for high...
Read MoreMobile devices have most certainly brought convenience to our lives. However, sometimes these devices might reveal more information then you would want and without your knowledge....
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Friday, April 1, 2016
April 2016 Market Commentary April 1, 2016 Dear clients, It has been quite an interesting start to the year. After falling nearly 10% on continued worries of a global slowdown, the market (as measured by the S&P 500) rallied strongly...
Read MoreAs you know, we are dedicated to keeping you informed and to providing you resources to help you make good long term financial decisions. In that spirit, please find below the video of Paul's perspective on the current markets.
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Sunday, March 6, 2016
We are honored that Barron's has just selected us as one of "America's Top 1,200 Financial Advisors" for 2016. The ranking puts us within the top 20 in Washington State and top 1% in the country. This is our 8th year for this...
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Thursday, December 10, 2015
As we are approaching the end of a roller coaster year in most markets, many asset classes are now nearly flat or negative for the year....
Read MoreWe had a great turnout for our 2015 Client Economic Outlook Event held on November 4th and enjoyed seeing everyone who was able to make it out. However, we know that some people could not make the event and for that reason we are...
Read MoreOne often overlooked risk in investing is "Sequence of Return Risk". That is the idea that two investors that are periodically adding or withdrawing funds from their portfolio can experience the exact same average returns but end up...
Read MoreA MESSAGE FROM YOUR FINANCIAL TEAMAugust 24, 2015Dear Clients,After a decent start to the year, most asset classes are now sharply negative, with the exception of some bond categories. In light of recent market volatility we wanted to...
Read MoreWe have added a new book to our list of Recommended Books. "Get What's Yours: The Secrets to Maxing Out Your Social Security". There is more to claiming social security then many people realize and this explains the ins-and-outs of...
Read MoreThe purchasing power of the US Dollar has been increasing versus a wide range of global currencies over the last year. As you can see below, the US Dollar has dramatically appreciated against almost every major currency except for the...
Read MoreWe could spend this letter going into detail on the topics du jour, such as if/when we think the Fed will finally raise interest rates (they will...eventually). Or whether Greece will leave the Euro (they probably will...eventually)....
Read MoreWe are pleased to announce the release of our redesigned website. We hope that you will find this website not only more pleasing to the eyes but easier to navigate as well. You may also notice that we have added some additional...
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