Monthly Recap – November 2009

By Meredith Stoudt
Posted on December 8th, 2009

November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, […]

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Fall 2009 Quarterly Newsletter

By Meredith Stoudt
Posted on November 8th, 2009

FALL 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS October 8, 2009 “Retirement and Wealth Planning workshop” Worthington Hills Country Club 6:30 PM Oct. 28 […]

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Monthly Recap October 2009

By Meredith Stoudt
Posted on November 8th, 2009

October. . . At A Glance (2009) In short, equity markets took a breather in October with U.S. markets down across the board. The equity […]

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Summer 2009 Quarterly Newsletter

By Meredith Stoudt
Posted on September 8th, 2009

Summer 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS August 4, 2009 Symposium in partnership with Victor Ferguson, Partner with Vorys, Seymour, Sater, and Pease […]

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Spring 2009 Quarterly Newsletter

By Meredith Stoudt
Posted on June 8th, 2009

Spring 2009 Quarterly Newsletter (view as pdf) ANNOUNCEMENTS/EVENTS We are excited to announce our partnership with Miami University in the research of active vs. passive […]

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Winter 2009 Quarterly Newsletter

By Meredith Stoudt
Posted on April 8th, 2009

Winter 2009 Quarterly Newsletter (view as pdf) WELCOME Welcome to our quarterly newsletter! We enjoy writing and researching, so if there is a subject that […]

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Retirement Plan Fee Transparency

By Meredith Stoudt
Posted on April 4th, 2009

View Retirement Plan Fee Transparency

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Employee Stock Ownership Plans

By Meredith Stoudt
Posted on April 4th, 2009

Employee Stock Ownership Plans – Maximize your company’s sale value through selling to employees B.O.S.S.™ (Business Owners Strategy Session) Session for March 18, 2010 Our […]

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Succession Planning: Transfer Your Company Without The Wheels Falling Off

By Meredith Stoudt
Posted on April 4th, 2009

Succession Planning: Transfer Your Company Without The Wheels Falling Off B.O.S.S.™ (Business Owners Strategy Session) Session for April 22, 2010 Business-Succession

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Business Sale Review

By Meredith Stoudt
Posted on April 4th, 2009

Business Sale Review B.O.S.S.™ (Business Owners Strategy Session) Session for May 20, 2010 BusinessSaleReview

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