Our Writings

Fall 2012 Newsletter

2012 Fall Newsletter- PDF

Year-To-Date Highs

Domestic equities confounded anyone worried about a possible repeat of August 2011 and reached year-to-date highs in mid-September… (Read More)

Quarterly Economic Perspective

  • Spain became the focus of concern for eurozone stability
  • GDP continued to slow: 1.3% growth in Q2
  • Housing market improves: 3 straight months of increases
  • Fed launched QE3 and anticipates low interest rates until mid-2015
  • U.S. mixed manufacturing data
  • China – economic growth continued to slow in Q2 (Read More)

Year-End Fiscal Cliffhanger

Investment planning at the end of 2012 revisits issues that have complicated the planning process for the last two years…  (Read More)

4 Retirement Planning Mistakes

Here are four avoidable mistakes that could prevent you from reaching your retirement goals… (Read More)

B.O.S.S. Sessions

Social Media 2.0 – GREEENCREST
Lunch & Learn on 10/18 – RSVP Now

401(K) Corner: Last Disclosure for 404(a)

At this point you’ve already conducted and disseminated your participant disclosures for your 401(k)/403(b) Plan that were required under ERISA section 404(a).  This quarter, “participants must receive statements… (Read More)


ONELIFE officially launches 10/10/12 at 8:00 PM

ONELIFE is an nonprofit organization that connects individuals to world needs and solutions through the process: SEE | HELP | TELL

Join the Event and follow on facebook to see how you can help our client’s daughter build this extraordinary charity!

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