Winter 2010 Quarterly Newsletter

Winter 2010 Quarterly Newsletter (view as pdf) WE’VE MOVED! 84 South Fourth Street Columbus, OH 43215 P:   614.469.4685 TF: 888.614.4625 Open House: Feb. 4th 5:30 p.m. to 7:30 p.m. Join as we celebrate our new location! We’ll be enjoying a gourmet coffee/hot chocolate bar and wine tasting with German Village’s “Hausfrau Haven.” UPCOMING EVENTS Roth …

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Monthly Recap – January 2010

January . . . At A Glance (2010) We saw the market finally take a breather in January, which most believe is long overdue. We have been scaling back risk since November in anticipation of a pullback. We can see the domestic stock indices pulled back, and foreign stocks were buffeted by both losses, as …

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Monthly Recap – November 2009

November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, leading economic indicators and data are still positive and increasing in breadth. Risk, however, was not rewarded across the board and more conservative investments showed relative strength. Larger companies outperformed …

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Fall 2009 Quarterly Newsletter

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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Monthly Recap October 2009

October. . . At A Glance (2009) In short, equity markets took a breather in October with U.S. markets down across the board. The equity markets have been on a tear since March, with October being the first month that the broad market closed at a loss since then. Foreign markets faired slightly better in …

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