Newsletter

Spring 2014 Newsletter

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Bumpy But Increasing After a dismal January, equities regained strength once Congress avoided a fight over raising the debt ceiling limit. By early March the S&P 500 had hit a new all-time closing high; on the bull market’s fifth anniversary, almost tripling since its March 2009 low… (Read More) Quarterly Economic Perspective U.S. economic growth …

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Winter 2014 Newsletter

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Download PDF Newsletter Happy New Year! It’s a time for new beginnings; whatever mistakes you made in 2013, you have a clean slate to plan for 2014. Don’t let the busy day-to-day work cheat you from this opportunity – planning doesn’t have to be difficult. At a minimum: 1. Write down one financial goal for …

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Fall 2013 Quarterly Newsletter

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Download PDF Stocks soldier-on Equities confronted several threatening headwinds during Q3: Syria, potential Federal tapering, a looming government fiscal showdown, and fear of contagion from the nation’s largest municipal bankruptcy.  However… (Read More) Quarterly Economic Perspective Fed postponed any reduction in $85B monthly bond purchases 2.5% annualized growth for Q2 – more than double Q1 …

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Summer 2013 Newsletter

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2013 Summer Newsletter It’s been a busy start to summer! At the State level, Governor Kasich signed the State of Ohio biennium budget. While we won’t get into some of the controversial parts of the bill, we have summarized the tax code changes below. In addition, the U.S. Supreme Court just ended a busy (& …

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Spring 2013 Newsletter

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Spring 2013 Newsletter (pdf) We’re thankful the snow has taken a backseat and spring may finally have arrived.  We enjoyed seeing many of you at our March Madness event and look forward to our next gathering. In spite of some of the national political rhetoric regarding budgets, it’s been a great quarter for our clients. …

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