Quarterly Economic Overview
Webinar Archive
Please click on the link directly below to view
past quarterly economic overview presentations by Daniele Donahoe,
our Chief Investment Officer.
If you wish to be added to the attendance
list to register for the live webinars email
rinehart@rinehartwealthmanagement.com
Webinar Archive
RWM
In The News
Please click on the
various links below to view recent Rinehart Wealth
Management highlights in the news.
Andrew Savant, CFP® featured in the Charlotte
Business Journal - "Millennials And Money."
To read the full article online, please
click here.
RWM
featured in local SCOUT Guide-
The latest
Charlotte SCOUT guide containing a diverse
collection of excellent independently owned
local businesses has arrived! The Rinehart Team
had a fun-filled photo shoot for this exclusive
publication. Click
here
to see the online version of
Rinehart's ad or grab a copy of the publication
the next time you are in our office.
Sandy Carlson, CFP®, CPA, CDFA featured in Myers
Park Life Magazine - "Collaborative Divorce."
To read the full article online (on page 28 of the PDF), please
click here.
Sandy Carlson, CFP®, CPA, CDFA featured in Myers
Park Life Magazine - "Demystifying
Medicare."
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in
Investment News - "China, and the World's
Hottest Stock Exchange, Beckons For American
Investors."
To read the full article online, please
click here.
RWM
featured in local Scout Guide blog-
To view the blog online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in The
Wall Street Journal - "Advisers Sour On Small Caps."
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in The
Wall Street Journal - "Nontraditional Bond Funds Raise
Conerns."
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in The
Wall Street Journal - "Some New Bond Funds Take in Big
Bucks."
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in
Investment News - "Advisers must answer for
emerging-markets rout as U.S. stocks rally"
To read the full article online, please click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in The
Wall Street Journal - "Advisers Cautiously Bullish on
Some African Markets."
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in the
Charlotte Observer's Business section "What Should You
Do With Your Money Now?" February 9th, 2014
edition.
To read the full article online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in the
Charlotte Business Journal's "Sound Off" January 10th, 2014
edition.
Rinehart Wealth
Management featured in the January issue of Greater
Charlotte Biz.
To read the full article online, please
click here.
See Daniele
Donahoe, CFA, President and Chief Investment Officer quoted
in The Wall Street Journal - "Winners of 2013: Boring
Investors."
To read the full article online, please click
here. To see the article as
a pdf, please
click here.
See Daniele
Donahoe, CFA, President and Chief Investment Officer quoted
in Bloomberg - "Losing Faith in Gold from Ghana to
Vancour Proves Rout."
To read the full article online, please click
here.
Rinehart Wealth
Management announces Advisory Board with appointees Ken
Thompson and Charles Conner Jr.
To learn more see the Press Release
here, and the Charlotte
Business Journal article
here.
See Marilyn
Spencer, CFP®, EA article "Women Should Take the Lead in
Retirement Planning" featured in the Charlotte Business
Journal's Expert Opinion Section.
To read the full article, please click
here.
Sandy Carlson, CFP®, CPA joins Rinehart Wealth
Management as a Financial Advisor. To
learn more about her, see her bio
here and see
the Press Release
here.
Marilyn Spencer, CFP®, EA and Alana Linn
graduate from the Arts & Science Council's
Cultural Leadership training program and are
placed the boards of the Community School for
the Arts and the Actor's Theatre of Charlotte,
respectively.
To learn more about the program, see the blog
posting
here.
Daniele
Donahoe, CFA, President and Chief Investment Officer receives 2013
Charlotte Business Journal's 40 Under 40 Award.
Please see Daniele's profile
for the award
here.
Daniele
Donahoe, CFA, Chief Investment Officer receives 2012
Charlotte Business Journal's Women in Business Award.
Please see Daniele's profile
for the award
here.
Rinehart
Wealth Management Designated as Premier Advisor by NABCAP.
Please see the Press Release
here.
Monthly
Newsletter
+
We invite
you to sign up to receive our monthly
newsletter.
Click here to sign up now. Or, if you
prefer, feel free to review our most recent
newsletters posted below. We offer our opinion
and advice on relevant financial topics that we
feel could have an impact on your wealth
management plan.
March 2016 - INSIGHTS
Edition 27
February 2016 - INSIGHTS
Edition 26
January 2016 - INSIGHTS
Edition 25
December 2015 - INSIGHTS
Edition 24
November 2015 - INSIGHTS
Edition 23
October 2015 - INSIGHTS
Edition 22
September 2015 - INSIGHTS
Edition 21
August 2015 - INSIGHTS
Edition 20
July 2015 - INSIGHTS
Edition 19
June 2015 - INSIGHTS
Edition 18
May 2015 - INSIGHTS
Edition 17
April 2015 - INSIGHTS
Edition 16
March 2015 - INSIGHTS
Edition 15
February 2015 - INSIGHTS
Edition 14
January 2015 - INSIGHTS
Edition 13
December 2014 - INSIGHTS
Edition 12
November 2014 - INSIGHTS
Edition 11
October 2014 - INSIGHTS
Edition 10
September 2014 - INSIGHTS
Edition 9
August 2014 - INSIGHTS
Edition 8
July 2014 - INSIGHTS
Edition 7
June 2014 - INSIGHTS
Edition 6
May 2014 - INSIGHTS
Edition 5
April 2014 - INSIGHTS
Edition 4
March 2014 - INSIGHTS
Edition 3
February 2014 - INSIGHTS
Edition 2
February 2014 Quarterly
Whitepaper - Healthcare Reform: 2014 - A Key
Implementation Year
January 2014 - INSIGHTS
Edition 1
December 2013 - Social
Security Optimization Strategies
November 2013 -
3Q13
Economic Overview Newsletter
October 2013 - The Conservative Portfolio
Conundrum - A Fixed Income White Paper
If you wish to read the full white paper written
by Daniele Donahoe and the Rinehart Wealth
Management Investment Team, please email
rinehart@rinehartwealthmanagement.com
to send in your request. Thank you.
September 2013 -
The
Emergence of ETFs and the Role They Have in Your
Portfolio
August 2013 -
2Q13
Economic Overview Newsletter &
2Q13 Economic Overview
Presentation
July 2013 - Why You Should
Make an Estate Plan
June 2013 -
Quantitative Easing: How Unconventional Monetary
Policy Affects Your Portfolio
May 2013 - 1Q13
Economic Overview Newsletter &
1Q13 Economic Overview
Presentation
April 2013 - Retirement
Communities 101 Newsletter
March 2013 - Medicare and
Its Myths Newsletter
February 2013 - 4Q12
Economic Overview Newsletter &
4Q12 Economic Overview
Presentation
January 2013 -
How
Will the 2013 Tax Changes Affect You?
December 2012 -
Tax
Update
November 2012 - 3Q12
Economic Overview Newsletter &
3Q12 Economic Overview
Presentation
October 2012 -
The Sandwich Generation:
Squeezed in the Middle
September 2012 -
Customized, Comprehensive and Caring
August 2012 - 2Q12
Economic Overview Newsletter &
2Q12 Economic Overview
Presentation
July 2012 -
The
Hybrid Solution: Our Answer to Alternative
Investments
June 2012 -
401(k)
News and Notices
May 2012 - 1Q12
Economic Overview Newsletter
&
1Q12 Economic Overview
Presentation
April 2012 -
Social
Security: Have You Considered These Techniques
for Maximizing Your Benefit?
March 2012 -
Long
Term Care Insurance Update
February 2012 - 2011
Economic Overview and 2012 Outlook Newsletter
&
4Q11 Economic Overview
Presentation
January 2012 - The
Emergence of ETFs and the Role They Have in Your
Portfolio
December 2011 -
2010 Survey Follow-up and Office Update
November 2011 - 3Q11
Economic Overview Newsletter &
3Q11 Economic Overview
Presentation
October 2011 -
Tax Planning Opportunities
September 2011 - Is now the right time to consider a real estate purchase?
August 2011 - 2Q11 Economic Overview Newsletter
&
2Q11 Economic Overview
Presentation
July
2011 - Geopolitical and Event Risk
June 2011 - Trust Management and Investment
Services
May 2011 - 1Q11 Economic
Overview Newsletter &
1Q11 Economic Overview
Presentation
