Summer 2011 Newsletter

Posted on August 22nd, 2011

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A Review of the Markets

After strong first-quarter gains in the stock markets, it was mostly downhill from there. Following April’s year-to-date highs, when the Russell 2000 hit its highest level on record, week after week of declines battered all four U.S. indices. However, a rally in June’s final week left the Dow industrials the only one of the four major indices with a gain for the quarter, taking the lead from the small caps for 2011’s first half. READ MORE

Additional Market Information: The Quarter In Review

Greek Parliament Austerity Measures
Economic Growth
Consumer Inflation
Nation’s Debt
QE2 Bond Buying Program
Unemployment Increase


Mid-Year Portfolio Checkup

A slew of economic events has occurred in the first half of 2011 and it’s a great time for a review of your portfolio.  A few simple things to look at… READ MORE

Ohio Estate Tax Update

Governor Kasich signed into law the State budget which repealed the Ohio estate tax beginning January 1, 2013. READ MORE

401(k) Corner: Contribute $260,000 Every Year

Ok, so it’s not technically a 401(k) that you can defer income into, but many are surprised by just how much can be deferred into retirement plans by using advanced planning.

Like many retirement planning methods and strategies, they can become highly complex and specialized.  While all advisors do “retirement planning” many do not focus on the intricacies involved with ERISA and non-ERISA based plans and, therefore; cannot properly advise.

Cash Balance Plans are one avenue to significantly increase your tax-deferred retirement savings! READ MORE

Our Mission

“To manage our clients’ financial matters in a manner that allows them to focus on their family, their business, and their life.”