Newsletter

Fall 2017 Newsletter

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Tax Reform The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure Senate leaders plan to use will require no additions to the deficit. Read More Scottrade and TD Ameritrade Merger Scottrade and TD Ameritrade officially joined together September 18th …

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Summer 2017 Newsletter

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Books We Are Reading Anne: Professionally: This month I am reading the Uniform Investment Advisor Uniform Law Exam Manual.  This book is long, over 700 pages! An informative book that focuses on the Uniform Securities Act. I am planning to take the Series 65 exam later this summer. For fun: I am reading “Golden Girl Forever“, one of my favorite …

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Spring 2017 Newsletter

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Earth Day Earth Day is an annual event created to celebrate the planet’s environment and raise public awareness about pollution. The day, marked on April 22, is observed worldwide with rallies, conferences, outdoor activities and service projects.Read more Columbus Blooms Spring is the perfect time to visit the Franklin Park Conservatory! During the month of …

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Winter 2017 Newsletter

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The Year of the Rooster Occupying the 10th position in the Chinese Zodiac, the Rooster symbolizes such character traits as punctuality, honesty and motivation. Those born under the Chinese Zodiac sign of the Rooster are loyal, trustworthy individuals who are blunt when it comes to offering their opinions. Their bluntness stems not from being mean …

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Fall 2016 Newsletter

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Happy Retirement   With prudent financial planning and 44 years of “building a reputation you can stand on”, Roger and Gwen Fissel successfully sold their retail floor covering company. The new owner will maintain the name and carry on the tradition as a family business.  In retirement, Roger and Gwen are looking forward to “relaxing …

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