The Economy: This Time It Is Different A Lecture on Why and What to do Now Jeff Burrow, CFP ® Wealth Advisor Jason Gordo, CRPS ® Wealth Advisor Valley Wealth, Inc. is an SEC Registered Investment Advisor
How We Got Here Credit Markets / Lending Standards Financialization Subprime Lending / Subprime Crisis American Capitalism is Powered by Credit PLUS, Oil, War, Cyclical Downturn, American Lifestyle, etc.
Attempted Solutions So Far “ Injections” of Capital Worldwide FDIC Insurance Raised to $250,000 Federal Reserve Lowered Interest Rates Emergency Economic Stabilization Act of 2008 $700 Billion Troubled Asset Relief Program (TARP) The $800 Billion / $1 Trillion “Obama” Stimulus Plan
There is an Easy Plan E valuate What You Own and Why You Own It A mount of Money You Need Monthly S olve Your Risks and Shortfalls Y our Spot on the Wealth Scale ™ P osition Your Assets for True Diversification L eave the Jones’ Behind A nalyze Your Progress N ever Forget the Fundamentals
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1101 Sylvan Avenue. Suite B-6 Modesto, CA 95350 Phone Web (209) 579-5900 www.valleywealth.com Jeffrey S. Burrow, CFP ® Wealth Advisor [email_address] Jason M. Gordo, CRPS ® Wealth Advisor [email_address]