James Bales Financial, LLC.

The world lost a great man last week. Jim's stepfather and Jacob's grandfather, Gene Stultz, passed Friday May 19.

Kenneth Stultz Obituary (1930 - 2023) - Newport News, VA - Daily Press View Kenneth Gene Stultz's obituary, send flowers and sign the guestbook.

Did you know that you could make an impact with your investments without sacrificing performance? Join SEM Portfolio Manager, Jeff Hybiak this Wednesday, June 23rd at noon ET to learn how you can start making an impact with your investments. Come with your questions for the live Q&A at the end.

Sign-up here: https://www.semwealth.com/webinars

Can’t make it to the live event? Still sign-up so you can receive the replay when it’s available.

Please join us for a webinar discussion regarding Estate Planning Strategies!

Along with Jim and Jacob, local attorney Will Carmines will review some estate planning strategies including Revocable Trusts, Life Insurance, Retirement Accounts, and even other subjects as Pet Considerations.

You are invited to a Zoom webinar.
When: Mar 11, 2021 11:00 AM Eastern Time (US and Canada)
Topic: Estate Planning Strategies featuring guest speaker Will Carmines

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/7316149579719/WN_sbUfeCuMTKCVImH9xl9Rdg

After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks, and we hope to see you there!

March of 2020 was when the COVID-19 panic hit the United States. It’s now been a whole year of the pandemic. In this morning’s blog, SEM Portfolio Manager, Jeff Hybiak discusses basic economic principles that are important to remember.
https://tradersblog.semwealth.com/mmmv2-9/

March of 2020 was when the COVID-19 panic hit the United States. It’s now been a whole year of the pandemic. In this morning’s blog, SEM Portfolio Manager, Jeff Hybiak discusses basic economic principles that are important to remember.

https://tradersblog.semwealth.com/mmmv2-9/

“When our expectations are high, you get sharp (over)reactions if they need to be reduced.”

Are you interested in the potential to participate in more of the market return but concerned about exposing yourself to too much risk? Do you want to potentially lower fees on your assets, or add tax deferral to non-retirement funds?

Join Jim, Jacob, and Prudential's Linda Sherman in a review of the Prudential FlexGuard Variable Annuity.

You are invited to a Zoom webinar.
When: Feb 17, 2021 10:00 AM Eastern Time (US and Canada)
Topic: Prudential FlexGuard Workshop with Jim Bales, Jacob Bales, and Prudential’s Linda Sherman

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/7316128950152/WN_bjHVk8jHT3ORDNBcabp-VQ

After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks, and we hope to see you there!

Sincerely,
Jim

With emotions being high today, it’s important to focus on the data. Throughout the whole election season, SEM Portfolio Manager, Jeff Hybiak has been saying, “Do not let your political opinions influence your investment decisions.” Jeff took a look at the DATA and what we should be expecting in 2021 in his recent blog article.

https://tradersblog.semwealth.com/change-mmm-v2-3/

Please join Jim, Jacob, and SEM Wealth Management Portfolio Manager Jeff Hybiak, CFA for a webinar on their 2021 Outlook! The webinar will be held via Zoom on Tuesday, January 19th at 11am. Registration is required prior to the meeting, using the information below.

When: Jan 19, 2021 11:00 AM Eastern Time (US and Canada)
Topic: SEM Wealth Management 2021 Update - With Jeff Hybiak, CFA

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/4016105541500/WN_N9S3l4PPT32qnFYsz15AiA

After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks, and we hope to see you there!