Monthly Recap

September 2015 Monthly Recap

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Client Spotlight Stefani Robinson rode for Pelatonia in August, an organization that funds cancer research at the Ohio State University Comprehensive Cancer Center. She started riding last year in honor of her stepsister, who recently lost her battle with cancer. Stefani was happy to be able to give back by honoring her and everyone else that …

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August 2015 Monthly Recap

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Advisor Spotlight Last week, Mark Fissel attended the Annual Ascensus Practice Management conference in Colorado Springs in order to stay on top of pressing issues regarding the 401(k) & retirement plan space. This event, hosted for top advisors, was geared towards the education of plan fiduciaries. Equipped with additional fiduciary tools, advisors can help protect …

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June 2015 Monthly Recap

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We look back at May and are honored to celebrate Memorial Day. A day that we can properly acknowledge those who fought for our freedoms and paid the ultimate sacrifice. Advisor Fact Memorial Day is close to Bill’s heart as both he and his wife, Heidi Reid, retired from the United States Army. We’re fortunate …

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May 2015 Newsletter

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Happy Cinco de Mayo! Enjoy our monthly newsletter. Best Wishes, Mark Fissel Market Recap Investors seemed to take their emotional cue from a spate of mixed earnings results and economic data, waffling between enthusiasm and caution throughout the month. The Nasdaq finally recouped the losses it incurred during the technology crash 15 years ago, hitting …

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January 2015 Monthly Recap

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Happy Groundhog Day! Punxsutawney Phil saw his shadow today, which predicts another six more weeks of winter. Let’s hope he’s wrong! 🙂 Best Wishes, Mark Fissel Market Recap (Un)Happy New Year: Fresh uncertainties in Europe, slowing economic growth, anticipation of a looming Federal Reserve rate hike, and a stronger dollar all contributed to a volatile …

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