April Monthly Recap

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Posted on May 2nd, 2013

All-Time Highs

Despite some bumps along the way, both the S&P 500 and the Dow industrials soared to new all-time records… (Read More)

Economic Perspective

  • GDP 1st quarter growth 2.5%
  • Unemployment fell to 7.6%
  • New home sales up 18% year-over-year
  • Lower energy costs kept inflation low
  • Bank of Japan announces massive quantitative easing
  • Europe may be easing austerity measures
  • Chinese economy weaker-than-expected growth (Read More)

Four Retirement Savings Myths

Watch for these commons myths as you put a plan together… (Read More)

Health Exchanges

What are health Exchanges and do I have to buy health insurance through them? (Read More)

You’re Invited: Lunch and Learn

Estate Tax Changes

Speaker Jane Higgins Marx, Partner Carlile Patchen & Murphy LLP

1. Learn how current law benefits business owners.
2. Techniques to reduce estate taxes.
3. Pass generational wealth more efficiently.

Click to RSVP