2018 January Newsletter

What a year!  Entering 2017, a majority of investors may have predicted that a contentious political environment at home, a hostile geo-political situation abroad and a more hawkish Fed would have led to a year of little upside. Read how and why the equities market surprised the pundits.  

Topics of interested include:   

  • 4Q Market Activity and 2017 In Review
  • 529 Rule Extension For Elementary & Secondary Education
  • Client Protection Procedures for Wire Requests
  • Why we are using more Mutual Funds
  • 2018 Investor Call Dates

Click here for January 2018 Newsletter