Newsletters

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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Monthly Recap – July 2014

Clint and Jenny and the boys had a great time in MI last week!  Hard to believe summer is quickly passing us by. An interesting study came out last week, ranking America’s top 250 companies by 401(k) generosity.  Here is the link – Facebook was last while ConocoPhillips took first place. Best Wishes,Mark Fissel Market Update Encouraging economic …

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Summer 2014 Newsletter: 401(k) and IRA Rule Changes

2014 Summer Newsletter (Download PDF) As the top 401(k) consultants in Columbus, Ohio, Beacon Hill Investment Advisory offers quarterly updates packed with up-to-date information to keep you–and your retirement–on track. Below are the top insights for the summer. The Markets After a rocky start, the quarter eventually made up for domestic equities’ earlier losses. As …

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