Monthly Recap – January 2010

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Posted on February 8th, 2010

January . . . At A Glance (2010) We saw the market finally take a breather in January, which most believe is long overdue. We […]

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Monthly Recap – November 2009

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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

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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

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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

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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

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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

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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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