Fall 2012 Newsletter
By jporterPosted on October 5th, 2012
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
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!