Newsletter

Winter 2011 Quarterly Newsletter – Individuals

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Winter 2011 Quarterly Newsletter – Individuals Download Newsletter in PDF ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click To …

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Fall 2010 Quarterly Newsletter

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THE MARKETS . . . A LOOK BACK This month and quarter proved a profitable one for most investments and our clients. A combination of mildly positive economic data and verbal support of potential future easing from the Fed decreased the fear of the dreaded “double dip.” International stocks led the way, both due to …

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Spring 2010 Quarterly Newsletter

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(view as pdf) THE PROACTIVE WEALTH MANAGEMENT PROCESS™ This quarter’s activity: Cash Flow and Retirement Planning takes some work! While we do the majority of the heavy lifting for the Proactive Wealth Management Process– this requires assistance from our clients, and they’ve done a great job! We review how much they’ll need to have for …

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Fall 2009 Quarterly Newsletter

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FALL 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS October 8, 2009 “Retirement and Wealth Planning workshop” Worthington Hills Country Club 6:30 PM Oct. 28 & 29, 2009 The Ohio Society of CPA’s Columbus Accounting Show The Columbus Convention Center 9:00-5:00 PM November 11, 2009 “Investment Management, Asset Allocation, and dealing with uncertainty in the …

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Summer 2009 Quarterly Newsletter

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Summer 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS August 4, 2009 Symposium in partnership with Victor Ferguson, Partner with Vorys, Seymour, Sater, and Pease LLP, Location & Time TBA. November 11, 18, and December 2 In partnership with Upper Arlington Library A “How To” guide to “Investment Management”, “Asset Allocation”, and “Uncertainty and Retirement …

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