JC Grason

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News & Announcements

2015 Tax Planning Client

24-Nov-2014
2015 TAX PLANNING As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we w..

Making the Most of Your 401(k)

02-Sep-2014
Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. Here is where you can find out more on Prepa..

Special Client Notice Regarding Changes to IRA Rollover Rules

13-May-2014
The IRS recently issued new guidance about the rules governing rollovers* from Individual Retirement Accounts (IRAs)[i] (#_edn1). The new regulations state that IRA owners will only be allowed one..

2014 Tax Planning


As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you wit..

Weekly Market Update & JCG Newsletter

09-Sep-2013
Don't miss our Weekly Market Update, posted here on our Facebook page (Don't miss our Weekly Market update, posted here on our Facebook page. Like our Facebook page for easy-to-access updates on o..

Bank of the Internet Advisor

05-Aug-2013
Brookstone Capital Management, LLC is Proud to be a Resource of BofI Federal Bank INTRODUCTION Bank of the Internet (BofI) Advisor For the client looking for secure banking products, ..

2013 Bond Alert - What Investors Should Know

18-Jul-2013
Introduction This special report will help you understand the current environment for bonds and discuss how that environment may change with rising interest rates. We will also detail st..

Women and Investing

15-May-2013
Women and Investing Introduction Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are..

1st Quarter Market Review and Outlook

22-Apr-2013
1st Quarter Market Review and Outlook Introduction Happy spring! This letter gives a review of the quarter and briefly summarizes 1Q 2013 market happenings and our current investmen..

JC Grason Photo Contest for Winter 2013

30-Mar-2013
Picture your own photography displayed over the sofa in our reception area for everyone to enjoy! Submit your entry by calling 913.317.1414. ..

2013 Tax Planning White Paper


2013 Tax Planning As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we ..

View our Archived Weekly Newsletter Updates


(http://archive.constantcontact.com/fs010/1103590429422/archive/1110645493277.html) View our (http://archive.constantcontact.com/fs010/1103590429422/ar..

The Fiscal Cliff

21-Aug-2012
An Impending Tax Storm Ahead Introduction In December 2010, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, extending until 2012 t..

Economic Recovery White Paper

01-Feb-2012
Taking the Pulse of the Recovery INTRODUCTION Many investors wonder whether we’ve seen the bottom of the economic crisis and are on the way up. Is it safe to put more money in the mark..

What is a CFA: Selecting an Investment Advisor Planner

03-Apr-2012
What Types of Investment Services Providers Are There? To choose the best adviser for you, it is helpful to understand the differences between the various types of investment services providers. N..

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