August 2011 Monthly Recap

By Mark Fissel
Posted on September 2nd, 2011

Extreme Volatility Volatility turned extreme in equities markets during August. The decline that began in July turned into a roller-coaster as equities saw wild swings […]

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Summer 2011 Newsletter

By Mark Fissel
Posted on August 22nd, 2011

Download PDF 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, […]

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July 2011 Monthly Recap

By Mark Fissel
Posted on August 22nd, 2011

Debt Ceiling: Down To The Wire Down to the wire: Uncertainty about default, debt, and political infighting affected equities markets both here and abroad. Despite […]

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MEPs – Why many Employers are Adopting

By Mark Fissel
Posted on July 29th, 2011

401(k) Corner MEP Overview MEPs, or Multiple Employer Plans, are a way for employers to pool their 401(k) plan with many other companies.  This allows […]

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Ohio Estate Tax Update

By Mark Fissel
Posted on July 7th, 2011

This just in… Governor Kasich signed into law the State budget which repealed the Ohio estate tax beginning January 1, 2013. Though you will no […]

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Q2 – Economic Perspective 2011

By Mark Fissel
Posted on July 7th, 2011

• The financial markets heaved a sigh of relief as the Greek parliament agreed to implement a €28 billion, five-year program of spending cuts, tax […]

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Q2 Market Statistics – 2011

By Mark Fissel
Posted on July 7th, 2011

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 […]

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Month in Review (May)

By Mark Fissel
Posted on June 1st, 2011

The Bureau of Economic Analysis said that economic growth slowed during the first quarter from 3.1% in Q4 to 1.8%. Despite 244,000 new jobs, the […]

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May 2011 Market Snapshot

By Mark Fissel
Posted on June 1st, 2011

Market/Index 2010 Close Prior Month As of 5/31 Month Change YTD Change DJIA 11577.51 12810.54 12569.79 -1.88% 8.57% NASDAQ 2652.87 2873.54 2835.30 -1.33% 6.88% S&P […]

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Market update: Eye on the Month Ahead (June 11)

By Mark Fissel
Posted on June 1st, 2011

Investors who sold in May and went away will get to see whether they guessed right as the Fed heads into the last month of […]

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