Ohio Estate Tax Update

By Mark Fissel
Posted on July 7th, 2011

This just in… Governor Kasich signed into law the State budget which repealed the Ohio estate tax beginning January 1, 2013. Though you will no […]

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Mid-Year Portfolio Checkup

By Clint Edgington
Posted on July 7th, 2011

A slew of economic events has occurred in the first half of 2011, and with it comes portfolio changes.   With the end of the Fed’s […]

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401(k) Corner – Contribute $260,000 every year!

By Clint Edgington
Posted on July 7th, 2011

Ok, so it’s not technically a 401(k) that you can defer income into, but many are surprised by just how much can be deferred into […]

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Q2 – Economic Perspective 2011

By Mark Fissel
Posted on July 7th, 2011

• The financial markets heaved a sigh of relief as the Greek parliament agreed to implement a €28 billion, five-year program of spending cuts, tax […]

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Q2 Market Statistics – 2011

By Mark Fissel
Posted on July 7th, 2011

After strong first-quarter gains in the stock markets, it was mostly downhill from there. Following April’s year-to-date highs, when the Russell 2000 hit its highest […]

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Month in Review (May)

By Mark Fissel
Posted on June 1st, 2011

The Bureau of Economic Analysis said that economic growth slowed during the first quarter from 3.1% in Q4 to 1.8%. Despite 244,000 new jobs, the […]

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May 2011 Market Snapshot

By Mark Fissel
Posted on June 1st, 2011

Market/Index 2010 Close Prior Month As of 5/31 Month Change YTD Change DJIA 11577.51 12810.54 12569.79 -1.88% 8.57% NASDAQ 2652.87 2873.54 2835.30 -1.33% 6.88% S&P […]

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Market update: Eye on the Month Ahead (June 11)

By Mark Fissel
Posted on June 1st, 2011

Investors who sold in May and went away will get to see whether they guessed right as the Fed heads into the last month of […]

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401(k) Corner – No Free Lunch

By Meredith Stoudt
Posted on April 4th, 2011

401(k) Corner – No Free Lunch While most plan sponsors understand the underlying investment expenses of their mutual funds, many have an erroneous belief that […]

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Happy Birthday Bull…

By Meredith Stoudt
Posted on April 4th, 2011

Happy Birthday Bull… March 9th marked the 2nd birthday of our current bull market since the S&P 500 bottomed on 3/9/09¹. This bull market has […]

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