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8 04, 2013

Monthly Investor Education Class Series

By |2013-04-08T15:27:55-04:00April 8th, 2013|Categories: Finance, Investing|

***Our Existing Office*** Monthly Investor Education Class Series  2 Classes, 2 dates, In Our Office  The Doomsday Scenario   Renewed fears with the recent Cyprus bank crisis warrant the review of this class once again.Sovereign Debt Fears, Global Monetary Crisis, Fears of Socialism [...]

11 02, 2013

Economic Uncertainty, The Fiscal Cliff and Your Portfolio

By |2013-02-11T16:07:25-05:00February 11th, 2013|Categories: Investing|

***New Meeting Location*** Monthly Investor Education Class Series 2 Classes, 1 date, New Location Economic Uncertainty, The Fiscal Cliff and Your Portfolio What effect does economic uncertainty have on the markets? What effect does the U.S. House [...]

4 02, 2013

How Do You Protect Yourself?

By |2013-02-04T17:28:48-05:00February 4th, 2013|Categories: Investing|

Unfortunately there are still people out there trying to separate you from your money.  Sometimes it can be very obvious when someone is doing trying to do this.  Other times you have no idea and [...]

21 01, 2013

It’s Report Card Time!

By |2013-01-21T15:46:05-05:00January 21st, 2013|Categories: Investing|

Our report cards are out!  That's right, our investors should be receiving their quarterly statements any day now and they include our report card. In fact, each and every quarterly statement has a year-to-date report card to show [...]

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