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Market Commentary 1st Quarter 2014

Market Commentary 1st Quarter 2014

Posted on Friday, April 11, 2014 Last year’s blistering stock returns were followed in the first quarter by moderation. After falling in January, the US stock market recovered in February and advanced enough in March to post a total return of 1.81% for the first quarter overall.
4th Quarter 2013 Review & Outlook

4th Quarter 2013 Review & Outlook

Posted on Friday, January 31, 2014 U.S. stock markets ended 2013 with their best performance in over 15 years, overcoming the “fiscal cliff,” a government shutdown, and slowing growth in corporate earnings. The S&P 500 and Dow Jones Industrial Average surged, and small company stocks posted even higher returns.
Dave Foster, CPA, CFP® with Chris DeSimio's "Cincinnati Edition"

Dave Foster, CPA, CFP® with Chris DeSimio's "Cincinnati Edition"

Posted on Tuesday, November 12, 2013 Dave Foster CPA, CFP® appeared on on Chris DeSimio's WVXU "Cincinnati Edition" program that aired on Wednesday, November 6, 2013. Dave focused on retirement planning for individuals.
Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Our 2013 Client Event - Does Money Buy Happiness with Dr. Robert Biswas-Diener

Posted on Thursday, November 14, 2013 This year's client event held on October 1, 2013 featured Dr. Robert Biswas-Diener. Known to many as the "Indiana Jones of positive psychology", he has traveled the globe researching the relationship between money and happiness.
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  • Jim & Margie

    Jim & Margie

    A physician planning for retirement and preparing to send three children to college.
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