Summer 2017 Newsletter

By jporter
Posted on July 6th, 2017

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 shows!
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Doo Dah Parade

Celebrate Independence Day at the Doo Dah Parade and Party! The popular 4th of July parade is fun to watch, and fun for those who want to join the parade. This year’s Grand Marshall is Buster Douglas! Located in the Short North in Columbus, the party goes all day with live music and food trucks! Read More

Expect delay of fiduciary rule’s full implementation

A prominent fiduciary expert is predicting that the January 1, 2018 scheduled compliance date for the Labor Department’s fiduciary rule’s prohibited transaction exemptions will be delayed for up to a year.Read More

The Health-Wealth Connection

Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles. Read More

Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax Read More

Rising Interest Rates

You’ve likely heard the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t directly control consumer interest rates, but changes to the federal funds rate often affect consumer borrowing costs. Read More