Winter 2015 Newsletter

2015 Winter Newsletter-Business 2015 Winter Newsletter-Individual Happy New Year! This is a great time to reflect on past successes and plan for upcoming goals. I find this time of year to be helpful in recalibrating my expectations.  Click here for an easy tip to a smart start in 2015. Best Wishes, Mark Fissel Market Recap The …

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November 2014 Monthly Recap

Wishing you and your family well for the holiday season. Both the Fissel and Edgington households will be fun-filled with all the little ones enjoying Christmas. Trying to keep the parents sane will be the tricky part! Best Wishes, Mark Fissel Market Recap Equities generally continued to push upward in November. The small caps of …

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October 2014 Monthly Recap

November is the month for giving thanks. As the holiday season kicks off, try to remember to tell your family and friends how much you appreciate them. Best Wishes, Mark Fissel Market Recap October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for …

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Fall 2014 Newsletter

2014 Fall Newsletter (pdf) Thanks to our great clients, we’re now in our 7th year of serving individuals and retirement plans. Our clients and partners could not have been more supportive of making this dream a reality!  Time flies when you’re having fun! The Markets Volatility returned to equities markets in Q3. A strong August …

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August 2014 Monthly Recap

Back to School – Our little Harrison started his first day of pre-school last week. You can see how proud he was to be like his big brother Max who’s now in 1st grade!Have a great start to Fall.Best Wishes,Mark Fissel Market Recap Investors regained an appetite for risk in August, seeming to focus on …

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