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Home | Pebble Valley Wealth Management

I consider your complete financial picture - not just investments - and help you save, invest and protect your wealth. Contact me to set up a meeting. I am a fee-only advisor with experience in investment management and actuarial science. I will organize your finances, manage your assets and provide a plan to give you peace of mind. I will listen to your concerns and goals and explain my recommendations. Read my blog posts on personal finance and market trends.

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I consider your complete financial picture - not just investments - and help you save, invest and protect your wealth. Contact me to set up a meeting. I am a fee-only advisor with experience in investment management and actuarial science. I will organize your finances, manage your assets and provide a plan to give you peace of mind. I will listen to your concerns and goals and explain my recommendations. Read my blog posts on personal finance and market trends.

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5 client experience

6 financial planning

7 investment mgt

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Home | Pebble Valley Wealth Management | pvwealthmgt.com Reviews

https://pvwealthmgt.com

I consider your complete financial picture - not just investments - and help you save, invest and protect your wealth. Contact me to set up a meeting. I am a fee-only advisor with experience in investment management and actuarial science. I will organize your finances, manage your assets and provide a plan to give you peace of mind. I will listen to your concerns and goals and explain my recommendations. Read my blog posts on personal finance and market trends.

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pvwealthmgt.com

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PVWM Library | Pebble Valley Wealth Management

http://www.pvwealthmgt.com/pvwm-library

April 13, 2016 Economic Update and Hunt for Yield. Presentation to Thomas Ford Library - Investment Discussion Group. March 23, 2016 Investment Markets and Insurer Stocks. Presentation at Chicago Actuarial Association Workshop. September 8, 2015 Markets, Inflation, The FED. Presentation to Thomas Ford Library - Investment Discussion Group. October 14, 2014 Closed-End Funds. Presentation to Thomas Ford Library - Investment Group Discussion. Presentation to Thomas Ford Library - Investment Group Discussion.

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Newsletter Subscription | Pebble Valley Wealth Management

http://www.pvwealthmgt.com/newsletter-subscription-10

Subscribe to our newsletter and get exclusive info straight to your inbox! Leave this field blank:. What code is in the image? Enter the characters shown in the image. 4365 Lawn Avenue, Suite 5, Western Springs, Illinois 60558. 708246.2366 kirk@pvwealthmgt.com.

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Blog | Pebble Valley Wealth Management

http://www.pvwealthmgt.com/blog

2017 ESTIMATED Social Security Inflation Adjustment. Submitted by Pebble Valley Wealth Management on August 25th, 2016. For some people already in retirement, Social Security is an important part of their “portfolio” that augments portfolio investments to offset expenses in retirement. The nice thing about Social Security is that benefits increase - over the long run - based on the CPI-W index. This adjustment is done each year based on the annual change using 3. Quarter CPI-W index is released. The ...

4

Client Experience | Pebble Valley Wealth Management

http://www.pvwealthmgt.com/client-experience

Financial planning and investing doesnt have to be overwhelming or confusing. I will listen to your concerns and explain how my services may address them and provide you with peace of mind. Part of the process is educational. I will answer your questions and present recommendations in a way that is easy to understand. 4365 Lawn Avenue, Suite 5, Western Springs, Illinois 60558. 708246.2366 kirk@pvwealthmgt.com.

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Market Graphs | Pebble Valley Wealth Management

http://www.pvwealthmgt.com/market-graphs

Below are six graphs showing the 3-year history of different market metrics. Hover over the graph to see actual dates and values. If you want to see a different time horizon, click the ‘Customize’ link at the bottom left of each graph and once in FRED, select your date range in the upper right. Relative total return of US equities and bonds. Treasury rates for different bond maturities. Credit spreads by bond quality – this is the extra yield above treasury rates. 708246.2366 kirk@pvwealthmgt.com.

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pvwealthmgt.com

Home | Pebble Valley Wealth Management

I consider your complete financial picture - not just investments - and help you save, invest and protect your wealth. Contact me to set up a meeting. I am a fee-only advisor with experience in investment management and actuarial science. I will organize your finances, manage your assets and provide a plan to give you peace of mind. I will listen to your concerns and goals and explain my recommendations. Read my blog posts on personal finance and market trends.

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