CFD INVESTMENTS

Welcome to Gettings Reed

 

Our Financial Planning clients are individuals starting their careers, young professionals, new entrepreneurs, successful business owners and fully retired individuals enjoying a different phase in their lives. Our business clients may be relatively new or multi-generational and include sole proprietors and organizations with over 1000 employees.

We take a common sense approach to Financial Planning; a dynamic process which adjusts as your economic circumstances and life stages change. We employ Fee-Based Asset Management Strategies striving for objectivity.

We have “grown up” with many of our business clients, assisting them in establishing their Employee Benefit and Retirement Plans and funding their Succession Plans for the next generation.

Several of our individual and business clients rely on Reed & Company, PC for their professional accounting services. Together we established CEP Group, LLC as a means to provide comprehensive services and a single source for Wealth Preservation & Estate Planning.

We appreciate our clients’ confidence and we look forward to new business relationships.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

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