First Quarter, 2013 Newsletter

Schedule for Online Training Sessions: There are still openings for our…


Good Friday Schedule

Just a quick note to remind all of you that the U.S. financial markets are…


Cyprus Creates Ripples

The latest flare-up in Europe is reminder that Europe’s banking system still…


March Madness – New High

Tax Reporting Information The deadline for certain companies to issue K-1 forms…


2012 Taxes, Markets

Important 2012 Tax Information Update: We were just informed by National…


February, 2013 Market Summary and Outlook

Much of February was relatively quiet, but there were a couple of hiccups that…


IMPORTANT TAX INFORMATION

We want to be sure you are all aware that the 2012 tax information for your…


Sequester or Not?

[two_thirds] The Markets: The S&P 500 Index racked up its first weekly loss…


Weekly Update

[two_thirds] February 19, 2013 The Markets: The U.S. financial markets were…


Weekly Update

February 11, 2013   The Markets The Dow Jones Industrial Average…