Archive | November, 2012

Christmas Costs $107,300 in 2012!

WOW!  Christmas costs $107,300 this year!  That’s a 6.1% increase over last year! One way of tracking inflation is to price the 364 items named in the song, “The Twelve Days of Christmas”.  We’ve all been singing this since we were kids although I doubt most of us would want most of these items! A […]

Read full story Comments are closed
Charitable Giving

Doing Good – Charitable Giving 2012

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]

Read full story Comments are closed
celebrate

I’m so Thankful! Aren’t you?

  “Blessed are those who give without remembering. And blessed are those who take without forgetting.”   Bernard Melzer “Not what we say about our blessings, but how we use them, is the true measure of our thanksgiving.”   W.T. Purkiser   The Thanksgiving Holiday will be celebrated on November 22nd this year.  All too often families […]

Read full story Comments are closed
wax on wax off2

Don’t Be Boring!

 Don’t be boring. Words to live by.  At least they are in the blog world. Blogging is a great way to learn from industry experts, stay abreast of current thought leaders and identify new trends. As you may already know there are blogs out there in the blogosphere about every subject imaginable. You guessed it… there are even blogs […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.