FINRA's BrokerCheck

Rehmann in the News - August 2013

The Wall Street Journal, July 24, 2013
Veronica Dagher of The Wall Street Journal includes Joe Heider, principal at Rehmann, in a feature article about how he applies his passion for flying to financial planning. Heider reiterates the importance of succession plans by using the analogy of an emergency protocol. "Business owners need to have a disaster plan in fairness to their clients, employees and family," he explains., July 22, 2013
Debarati Roy of quotes Joe Heider, principal at Rehmann, in an article about market direction and how Fed policies will affect investing opportunities for the long-term. "Demand for commodities is gradually seeing a turnaround," Heider explains. "Clearly, the US is doing well, and opportunities for growth remain in China, even though it has slowed down."

Medical Office Today, July 17, 2013
Daniel Casciato of Medical Office Today quotes Tom Mulvihill, principal at Rehmann's Healthcare Management Advisors, in an article about overspending trends in medical practices. Given that personnel costs are usually the largest expense, Mulvihill recommends that practices analyze how the office is being run. "Watch how patients go through the office and examine any inefficiencies. By looking at office procedures, you may be able to cut back on labor, thus reducing personnel expenses," he says.

CNBC "Closing Bell," July 16, 2013
Joe Heider, principal at Rehmann, appears on CNBC to weigh in on investment opportunities in today's market. Heider suggests that investors might see a strong push ahead in the market throughout the remainder of 2013. "I don't expect the markets to go up greatly, but I do think we'll see attractive gains," he says. "We think the economy will continue to trudge along over the next few months, but equities are a beneficial place for investors to be."

MarketWatch Radio, July 16, 2013
Joe Heider, principal at Rehmann, appears as a guest on MarketWatch Radio alongside host Larry Kofsky. Heider offers his insight on market direction in light of economic news and earnings reports. "We continue to plod along in this recovery, and I think the market is taking a breather after the recent run up that we saw over the last few weeks," he says., July 9, 2013
Christopher Carosa of quotes Dan Palmer, financial advisor at Rehmann, in an article about tax-deferred savings strategies. Palmer outlines the cost benefits to contributing funds to a tax-deferred account rather than an after tax account.

Employee Benefit Adviser, July 1, 2013
Gillian Roberts of Employee Benefit Adviser includes Gerald Wernette, principal at Rehmann, in the cover story of magazine's July issue, detailing employee retirement concerns. Wernette discusses the importance of taking a "backward approach" to retirement planning and having clients focus on what they expect their golden years to look like. "I tell them, 'You want to retire someday, let's talk about what that's going to look like.' We're working with everyone backwards and at the end of the day, it been producing more successful results," Wernette says.

Rehmann is an independent member of Nexia International. Securities offered through Royal Alliance Associates, a member of FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Rehmann Financial and Nexia are not affiliated with Royal Alliance Associates Fixed and/or Traditional Insurances Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates or registered as a broker-dealer or investment advisor.

The views expressed in this newsletter may not reflect the views of Royal Alliance Associates, Inc. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs and expenses. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members