Planned Solutions 2019 Year In Review

Published: Dec. 20, 2019, 7:34 a.m.

On this episode of the Planned Solutions Incorporated Podcast, With 2019 almost over, this is a great time to reflect on what has been a good year in the financial markets and look forward to the opportunities that may be available in 2020. The one constant with the passing of time is change. Planned Solutions is constantly working on how we can change with the times to improve the services that we provide to our clients. We are excited and energized for 2020 as we continue to explore ways that we can get better. And, Corporate stock buybacks have become a major theme of the current market cycle. However, it is unclear as to whether this is a strategy that is designed to increase long-term value for shareholders or to increase the short-term value for executives who want to cash out their stock-based compensation. Also, Holiday spending in 2019 may be showing signs of following the pattern from 2018. Sales were strong in the weekend following Thanksgiving, as consumers flocked to take advantage of the bargains that were offered but have been more hesitant to spend on full-priced items. This pattern resulted in a weaker than expected holiday season in 2018 and so far 2019 seems to show similar results. In 2019, post-Thanksgiving sales were strong but were less robust before and after. Plus a look at the Planned Solutions Incorporated Office Bulletin Board- The Planed Solutions’ podcast will be adding several special episodes in 2020. In addition to our normal bi-weekly podcast we will be posting episodes highlighting each of the Planned Solutions’ team members. The idea is to give our clients an opportunity to get to know us a little better and learn each person’s client service role at Planned Solutions. Planned Solutions would like your feedback. In 2020 we will be sending our clients a short survey after their first account review or tax meeting for the year. This survey will help us to gauge your overall satisfaction with our services as well as let us know where we can improve. In addition, we will use the survey results to plan future initiatives based on the areas of interest to you. Planned Solutions will be closed: Tuesday and Wednesday, December 24th and 25th for the Christmas Holiday Tuesday, December 31st after noon for New Years’ Eve Wednesday, January 1st for New Years’ Day To subscribe to the Personal Finance Review (the written form of all the content we discuss on the podcast) please e-mail Katie@PlannedSolutions.com The Personal Finance Review is published and distributed on a biweekly basis by Planned Solutions, Inc. for informational purposes only. Please seek the advice of a qualified financial planner before taking any action. Planned Solutions, Inc. ADDRESS: PHONE: 1130 Iron Point Road, Suite 170 (916) 361-0100 Folsom, CA 95630 (800) 750-2111 E-MAIL: FAX: Shannon@PlannedSolutions.com (916) 361-0191 WEB SITE: www.PlannedSolutions.com #finance #invest #investment #stocks #interestrate #bonds