Category
Winter 2014 Newsletter
By jporterPosted on January 8th, 2014
Download PDF Newsletter Happy New Year! It’s a time for new beginnings; whatever mistakes you made in 2013, you have a clean slate to plan […]
Learn MoreNovember 2013 Monthly Recap
By jporterPosted on December 4th, 2013
Sprint to the Finish As economic data delayed by the federal government shutdown began to trickle in and the Fed continued to hold off on […]
Learn MoreOctober 2013 Monthly Recap
By jporterPosted on November 5th, 2013
Government Shutdown Ends Equities eventually managed to build on September’s Fed relief rally, thanks to the end of the federal government shutdown, a halt to […]
Learn MoreFall 2013 Quarterly Newsletter
By jporterPosted on October 3rd, 2013
Download PDF Stocks soldier-on Equities confronted several threatening headwinds during Q3: Syria, potential Federal tapering, a looming government fiscal showdown, and fear of contagion from […]
Learn MoreAugust 2013 Monthly Recap
By jporterPosted on September 4th, 2013
We trust you had a nice Labor Day weekend with family and friends! Starting October 1st, you’ll be able to enroll in the new Health […]
Learn MoreJuly 2013 Monthly Recap
By jporterPosted on August 3rd, 2013
Happy Friday! It’s that time of year where millions of families start planning to go back to school. Mark and his family are joining the […]
Learn MoreSummer 2013 Newsletter
By jporterPosted on July 4th, 2013
2013 Summer Newsletter It’s been a busy start to summer! At the State level, Governor Kasich signed the State of Ohio biennium budget. While we […]
Learn MoreMay Monthly Recap
By jporterPosted on June 3rd, 2013
June is a wonderful month for fathers and Father’s Day is only two weeks away. As a father of three boys, I enjoy spending time […]
Learn MoreApril Monthly Recap
By jporterPosted on May 2nd, 2013
All-Time Highs Despite some bumps along the way, both the S&P 500 and the Dow industrials soared to new all-time records… (Read More) Economic Perspective […]
Learn MoreSpring 2013 Newsletter
By jporterPosted on April 3rd, 2013
Spring 2013 Newsletter (pdf) We’re thankful the snow has taken a backseat and spring may finally have arrived. We enjoyed seeing many of you at […]
Learn More