Category
Snapshot 2014 – Economy & Markets
By Mark FisselPosted on January 5th, 2015
The Markets Equities: After a discouraging start, large-cap domestic equities spent much of the year climbing to new heights. Though they didn’t come close to […]
Learn MoreNo Matter What Your Age, Your Social Security Statement Matters
By Mark FisselPosted on January 2nd, 2015
Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social […]
Learn MoreHealthy Resolutions Can Pay Off (Literally)
By Mark FisselPosted on January 2nd, 2015
If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because […]
Learn MoreMark Fissel solidifies focus on 401(k), Pension and Trust specialties.
By Mark FisselPosted on December 2nd, 2014
Mark Fissel, a partner with Beacon Hill Investment Advisory, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™. The […]
Learn MoreEconomic Perspective – November 2014 Review
By Mark FisselPosted on December 2nd, 2014
U.S. gross domestic product grew during the third quarter at a slightly faster rate than the Bureau of Economic Analysis had previously estimated. However, the […]
Learn MoreMarket Recap – November 2014
By Mark FisselPosted on December 2nd, 2014
Equities generally continued to push upward in November. The small caps of the Russell 2000 were the exception; they ended the month flat and were […]
Learn MoreFour Questions to Ask Before You Open Your Wallet
By Mark FisselPosted on December 2nd, 2014
Even if you have the best of intentions, it’s easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who […]
Learn MoreHelping Your Parents Manage Their Finances
By Mark FisselPosted on December 2nd, 2014
As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own finances […]
Learn More529: Ohio Direct – Rating
By Mark FisselPosted on November 4th, 2014
2014 Morningstar Analyst Ratings for 529 College-Savings Plans Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and Price—which its analysts believe […]
Learn MoreOpen Enrollment Season Is Here: Give Your Benefits a Check Up
By Mark FisselPosted on November 3rd, 2014
Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. To get the most […]
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