May 2016 Monthly Recap

Nora If you are looking for something to do now that the weather is warming up, it’s an exciting time to visit the Columbus Zoo and Aquarium! The  polar bear cub, Nora, was born there this past November, and visitors now have the opportunity to see her. (READ MORE) Retirement Study A study by …

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Spring 2016 Newsletter

Download Newsletter (PDF) Federal Funds Rate The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve, usually overnight, in order to meet reserve requirements. The Fed also raised a number of other rates related to funds moving between Federal Reserve banks and …

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March 2016 Monthly Recap

Don’t Act Your Age As adults, it seems that we are constantly pursuing happiness, often with mixed results. Yet children appear to have it down to an art – and for the most part they don’t need self-help books or therapy. Instead, they look after their wellbeing instinctively, and usually more effectively than we do …

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February 2016 Monthly Recap

Spotlight Stop in to Columbus’s newest pizza sensation, Paulie Gee’s! Paulie Gee’s Short North Pizzeria opened recently in Columbus.  Plans for the expansion of the Brooklyn based chain have been in the works since late 2013. Investors that helped bring the restaurant to Columbus include Mark Fissel’s sister and brother-in-law, Rebecca and Shawn Vadala. Paulie …

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Winter 2016 Newsletter

2016 Winter Newsletter (pdf) Budgeting – Cornerstone of Success 5 Budget Tips You Need to Know By: Mark A. Fissel, CFP® We’ve all heard the phrase “live within your means”. That’s much easier said than done. I’ve spent some time over the last year helping a few clients “live within their means” to achieve their version of …

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