November 2016 Monthly Recap

By jporter
Posted on November 4th, 2016

Honoring Our Veterans Veterans Day first became a federal holiday in 1938. It was known then as Armistice Day, which celebrated the end of the […]

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Fall 2016 Newsletter

By jporter
Posted on October 7th, 2016

Happy Retirement With prudent financial planning and 44 years of “building a reputation you can stand on”, Roger and Gwen Fissel successfully sold their retail […]

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July 2016 Monthly Recap

By jporter
Posted on July 5th, 2016

The Impact of Brexit For my fellow central Ohioans, below is a “Clint’s notes” summary of a number of articles and analyses that may impact […]

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June 2016 Monthly Recap

By jporter
Posted on June 4th, 2016

Columbus Arts Festival The 2016 Columbus Arts Festival will be held along Columbus’ beautiful downtown Riverfront on June 10, 11 & 12. The Riverfront will again […]

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May 2016 Monthly Recap

By jporter
Posted on May 5th, 2016

Nora If you are looking for something to do now that the weather is warming up, it’s an exciting time to visit the Columbus Zoo […]

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Spring 2016 Newsletter

By jporter
Posted on April 5th, 2016

Download Newsletter (PDF) Federal Funds Rate The federal funds rate is the interest rate at which banks lend funds to each other from their deposits […]

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March 2016 Monthly Recap

By jporter
Posted on March 4th, 2016

Don’t Act Your Age As adults, it seems that we are constantly pursuing happiness, often with mixed results. Yet children appear to have it down […]

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February 2016 Monthly Recap

By jporter
Posted on February 3rd, 2016

Spotlight Stop in to Columbus’s newest pizza sensation, Paulie Gee’s! Paulie Gee’s Short North Pizzeria opened recently in Columbus.  Plans for the expansion of the […]

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Winter 2016 Newsletter

By jporter
Posted on January 12th, 2016

2016 Winter Newsletter (pdf) Budgeting – Cornerstone of Success 5 Budget Tips You Need to Know By: Mark A. Fissel, CFP® We’ve all heard the […]

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December 2015 Monthly Recap

By jporter
Posted on December 2nd, 2015

Grand Illumination The Scioto Mile, in downtown Columbus, will come alive with lights this December through January 20th. At the lighting ceremony on December 4th, you can […]

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