August 2015 Monthly Recap

Advisor Spotlight Last week, Mark Fissel attended the Annual Ascensus Practice Management conference in Colorado Springs in order to stay on top of pressing issues regarding the 401(k) & retirement plan space. This event, hosted for top advisors, was geared towards the education of plan fiduciaries. Equipped with additional fiduciary tools, advisors can help protect …

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Summer 2015 Newsletter

Download Printable Version Happy 4th of July to our clients, friends and family! A view from our office (Red, White and Boom – Columbus, OH) Client Spotlight Warren Fishman hit the front page of the Dispatch a few weeks ago for his involvement in Muirfield Country Club. We are fortunate to have this iconic Jack …

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June 2015 Monthly Recap

We look back at May and are honored to celebrate Memorial Day. A day that we can properly acknowledge those who fought for our freedoms and paid the ultimate sacrifice. Advisor Fact Memorial Day is close to Bill’s heart as both he and his wife, Heidi Reid, retired from the United States Army. We’re fortunate …

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May 2015 Newsletter

Happy Cinco de Mayo! Enjoy our monthly newsletter. Best Wishes, Mark Fissel Market Recap Investors seemed to take their emotional cue from a spate of mixed earnings results and economic data, waffling between enthusiasm and caution throughout the month. The Nasdaq finally recouped the losses it incurred during the technology crash 15 years ago, hitting …

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Spring 2015 Newsletter

2015 Spring Newsletter – PDF Greetings! If you haven’t heard, Stephanie and I had a healthy baby boy last week; Bennett Ross Fissel. We’re so happy he arrived safely and doing very well. It’s nice to have Bennett home except for between the hours of midnight and six! Enjoy Easter weekend with your family – …

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