Last quarter I highlighted two services available to you at no charge, shredding and notary public. This quarter I am excited to introduce a new service which I believe can make a significant impact on your financial health.
Insights & Other Important Communication
I find it a bit odd when the 4th of July falls on a Wednesday, the middle of the week. Instead of the traditional long weekend celebration we have two very short work weeks sandwiched around one day of grills, parades, fireworks, and the 2012 special – blistering heat.
A recent article in Investment News caught my attention. I didn't believe the headline, fewer investors read through a VA prospectus in 2012. How do you get fewer than none?
Earlier this week I had a meeting with one of my corporate clients. They are a non-profit organization and I help them manage their investment portfolio. I love the organization, their mission, and the people but I was still dreading the meeting. I knew it wasn't going to be pretty; their investment results have been less than expected. When you are asked to sit down with the finance committee to discuss their account… well, you just know they aren't throwing you a party.