Personal Benefit Financial
  • Home
  • About Us
    • About Us
    • Mission Statement
    • Our Qualifications
  • Our Services, Information & Tools
    • Our Services
    • Information & Tools
    • Access Managed Accounts
    • BrokerCheck
  • Commentaries
  • Call Us Today!
Select Page

The Dollar Chase Newsletter – January 2021

by Sharla Rountree | Jan 28, 2021 | Newsletters

If you would like to DOWNLOAD or access the PDF version of the newsletter just click HERE.

Recent Posts

  • Cash Options: Where Can You Put Your Stash
  • AssetMark CIO Christian Chan – Perspective Regarding the Debt Ceiling
  • The Retractable (Debt) Ceiling
  • Insurance Tips & Tricks with Ron
  • 1st Quarter 2023: Markets, Inflation, & Politics

Categories

  • Audio Commentary
  • Economic Updates
  • Just for FUN
  • Newsletters
  • Some Basic Money Concepts
  • Uncategorized
  • Video Commentary
  • Your Questions Answered

Get in Touch with PBF


870 Kipling St Unit A
Lakewood, Colorado
80215


303-238-5123  – 303-238-4733



pbf@pbfrountree.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

© Personal Benefit Financial | Designed by The Client Attraction Formula

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide tax or legal advise. 

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582. For a complete listing of our disclosures: https://bit.ly/KF-Disclosures