Newsletters

Monthly Recap – November 2009

November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, leading economic indicators and data are still positive and increasing in breadth. Risk, however, was not rewarded across the board and more conservative investments showed relative strength. Larger companies outperformed …

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Fall 2009 Quarterly Newsletter

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 & 29, 2009 The Ohio Society of CPA’s Columbus Accounting Show The Columbus Convention Center 9:00-5:00 PM November 11, 2009 “Investment Management, Asset Allocation, and dealing with uncertainty in the …

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Monthly Recap October 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 markets have been on a tear since March, with October being the first month that the broad market closed at a loss since then. Foreign markets faired slightly better in …

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Summer 2009 Quarterly Newsletter

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 LLP, Location & Time TBA. November 11, 18, and December 2 In partnership with Upper Arlington Library A “How To” guide to “Investment Management”, “Asset Allocation”, and “Uncertainty and Retirement …

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Spring 2009 Quarterly Newsletter

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 management. This will help our clients receive value in a way no other Advisory can currently offer! The Financial Planning Association’s 2008 Chicago Conference gave us insight into other Advisor’s …

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