Welcome to the official blog of Paul R. Ried Financial Group. 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.
We 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 MoreAs you may have heard on the news, the credit reporting agency Equifax experienced a data breach affecting 143 Million Americans. What makes this data breach even worse than others that have been reported is the data involved. Here are...
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 MoreMassMutual recently released the results of a 10 question survey regarding Social Security. The results were not pretty. In fact, out of 1,513 people who took the survey only 1 person got all 10 true or false questions correct....
Read MoreOne of the most overlooked expenses in retirement are the potential costs of Long-Term Care. This is often due to the natural tendency to assume "It won't happen to me". However, odds are it will happen to us. In fact, according to 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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