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McDaniel Wealth Management Welcomes
You
INTEGRITY, SERVICE, PERFORMANCE
202 Providence Mine Rd. #202 Nevada City Ca 95959
Phone (530) 478-0326 | Fax (530) 478-0357 | TOLL FREE 1-888-657-0326
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From the
Desk of Michael McDaniel |
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(12/30/2008)
Maybe it’s the Holidays
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I am beginning to feel more optimistic. For starters I am seeing great values on several stocks and bonds. In addition, the stock market seems to have found a bottom near 8,000 on the DOW (join me as I cross my fingers). I look for the market to bounce around between 7,500 and 9,400 on the DOW for the next few months. I plan to start “tip toeing” back into the stocks and bond markets over the next few months.
I remain cautiously optimistic.
Michael McDaniel
[view previous
Messages from Mike]
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Mission
Statement: To inspire our clients in making informed
decisions through education, communication, and service that
exceeds their expectations.
Michael C. McDaniel and
Lisa R. Hitchcock, investment
professionals with over 31 years of expertise in the areas of
tax advantage investing, retirement planning, portfolio
analysis, estate planning, long term care, life insurance and
asset allocation. We are dedicated to our clients offering
investment strategies through hourly retirement planning and fee
based asset management through Linsco/Private Ledger.
To insure that our mission is fulfilled, we are
accepting new clients by referral only. We only accept a
small number of new clients each year. Should you direct a
friend or family member to our office, PLEASE make sure that
they mention your name. It is a great compliment to you
when family members and friends ask for your advice. I
remind you that we take such a service very seriously and
promise to keep all information confidential.
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