Tuesday, December 15, 2009

Watch this! Financial Diva & Robin Marsh on CBS.

Did you miss the Financial Diva's interview with News 9's Robin Marsh in Robin's Power for Your Pocketbook segment last Thursday? Maybe you just want to re-watch it. Well, here you go! Just click this link...

News 9

Victoria has been the first in many ventures, and now she's done it again! She is the first Financial Advisor in the State of Oklahoma to embrace Social Media and recently hosted the first independent Live Chat in Oklahoma. Just view the clip above to see valuable tips that will be useful to you and your business.

--Jennifer--

Assistant to the Financial Diva


Monday, December 14, 2009

Urgent IRS Notice

Required Minimum Distribution

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning. Use the calculator to determine your

www.ChappelWood.com

There have been many questions and confusion regarding the IRS RMD, for 2009. Below is the Recovery Act of 2008 which states the following:

"The Worker, Retiree, and Employer Recovery Act of 2008, Pub. L. No. 110-458, para. 201 "

Waives RMDs for 2009 for defined-contribution plans, tax-deferred annuities, governmental deferred-compensation plans and IRAs.

If a person turns 70 1/2 in 2008 and did not take a distribution in 2008 thus deferring until April 1, 2009 then this person still has to take the 2008 distribution in 2009 because the Act only eliminates the 2009 distribution requirement. Also this means that if a person turns 70 1/2 in 2009 and decides to not take a distribution until 2010 then the 2009 distribution required on April 1, 2010 can be eliminated and only the required 2010 distribution in 2010 needs to be distributed.

As an Independent Chief Investment Advisor I encourage you to speak to your personal CPA to discuss your individual circumstances.

Tuesday, November 24, 2009

Economic Update November 16, 2009

Economic Update

* Retail Sales jumped 1.4%
* Gold continued to rise, closing a $1,149.55 (this is why we have diversified portfolios including all asset classes)
* October housing stats fell 10.96

* Technology continues to be the leading Sector for returns with 53.2% YTD

In the last several weeks I have met with Premier Consultants across the country and Portfolio Strategist's JP Morgan and Goldman Sachs. It has been confirmed again and again that we, CFS and you, should be very proud of our handling of this Financial Crisis.

Every Investor who had a well diversified plan, reviewed their plan and went through the excruciating pain of the last 12 months, is being rewarded. Those that continued to invest during this painful Financial Crisis are being handsomely rewarded. As an Investor, you should be very proud for not jumping ship or off a building for that matter!

Congratulations to all!

Tuesday, November 17, 2009

Economic Update November 17, 2009

Economic Update

* Dow broke 2009 high while gold broke record high

* FDIC approved banks to repay $45 Billion (my personal favorite!)
* Unemployment claims came down

* Consumer sentiment dropped to 66.0
* Fed Funds Rate remains at 0.25%

* GDP is up 3.5%
* Unemployment rate rose to 10.2%
* Education and health services added 741k jobs while government added 34K jobs, since the employment peak in '07

* Technology continues to be the leading Sector for returns with 55.1% YTD

Every Investor who had a well diversified plan, reviewed their plan and went through the excruciating pain of the last 12 months, is being rewarded. Those that continued to invest during this painful Financial Crisis are being handsomely rewarded. As an Investor, you should be very proud for not jumping ship or off a building for that matter!

Congratulations to all!

Tuesday, November 10, 2009

Share our Fun!

America Gets a Dose of
Edmond's Own "Financial Diva"


At ChappelWood, every once in a while it's good to have a little fun outside of our Financial bubble here (not that $money can't be fun!). So this eNewsletter is devoted to sharing some of that "fun" we have experienced this week. Enjoy!

If you missed
Victoria on the Today Show yesterday or if you just want to see it again, click below:

Today Show

We here at ChappelWood Financial Services want to congratulate
Victoria on an excellent job! She is a prime example of confidence and expertise in her field and we are proud she represents us so well.

Also, be sure to pick up the November issue of Distinctly Oklahoma where
Victoria is featured in their Fashion section; "Avoiding the Holi-Daze (Or How to Dress for the Holiday Season)". To view it, click below (featured on pages 68 & 71);


Distinctly Oklahoma

Thursday, November 5, 2009

The Financial Diva on the Today Show

That's right! The Financial Diva Victoria Woods to appear on;



NBC's Today Show
@ approx. 7:30 a.m. CST
Monday, Nov 9

TvNewser reports NBC's Today Show remains the number one in total viewership, over Good Morning America by 1.33 million. NBC has remained in the number one spot 725 consecutive weeks as of October 19 of this year.

So tune in - or if you must - set your TiVo/DVR so you don't miss what Investment advice
Victoria has to give to our nation.

"I love helping people - and what better time than now to help them financially," said Woods. "Appearing on the Today Show will not only help me deliver investment advice to people all over the country, but is an opportunity to represent
Oklahoma as well. That's thrilling."

Win an autographed book!

Follow @financialdiva on Twitter, from 7:30-8:30 CST during Monday's show and re-tweet her messages. You could be eligible to win one of 10 signed copies of Victoria's book "It's All About The $Money, Honey!"


Jennifer
Assistant to the Financial Diva

Monday, November 2, 2009

Desire or Fear Poll?

Ok, this fired me up!

Diva Poll

A Congressman was interviewed on a California Radio station this Saturday, he claimed the Consumer was more Fearful than their Desire to buy, which is hurting the economy.

I have heard this same thing from other Congress members, as well as, as a TV Financial Contributor and being asked this same question. Urging me to say; "Help the economy, it is time to go out and Spend".

So the Government is unhappy YOU are holding on to YOU'RE cash, so Why?

Which is it? Click and tell me, I really want to know:

Fear or Desire?