News and Events
Spring 2013 Issue of The Light
April 2, 2013
We just released the newest issue of our newsletter featuring "Dow Hits New High-What's Next?" and "Bonds and Bond Funds. Read more »Winter 2013 Issue of The Light
January 3, 2013
We just released the Winter 2013 issue of The Light Newsletter! Articles include: Fiduciary-Putting Clients First, Halfway Over the "Fiscal Cliff", New Limits for 2012, and 4th Quarter Market Recap Read more »Fall 2012 Issue of The Light
October 4, 2012
We just released the Fall 2012 Issue of our Newsletter featuring the following articles: The True Cost of CD's & MMKT Funds, When Should I Begin Taking Social Security Benefits?, and Life Changes and Beneficiaries. Read more »Summer 2012 Issue of The Light
July 3, 2012
We just released the Summer 2012 issue of our newsletter featuring the following articles: Retirement Options, Gifting, and The Facebook Stock Fiasco. Read more »Spring 2012 Issue of The Light
April 4, 2012
We just released the Spring 2012 Issue of our newsletter featuring the following articles: Aging of America - Investment Implications, We're Growing, and Advisor,Broker - What's the Difference? Read more »Winter 2012 Issue of The Light
January 9, 2012
We just released the Winter 2012 issue of our newsletter featuring the following articles: Investing in a Presidential Election Year, Life Changes Part 1, and New Contribution Limits for 2012. Read more »Ribbon Cutting Ceremony at our new location
October 18, 2011
The Ashland Chamber of Commerce held a Ribbon Cutting ceremony for us on October 18, 2011. Read more »Fall 2011 Issue of The Light
October 1, 2011
We've just released our Fall 2011 inaugural edition of "The Light", our quarterly newsletter, featuring the following articles: Welcome to the Light, How Much Do I Need?, Giving Back, and Our New Location. Read more »Mission Trip
July 15, 2011
On June 18th Tim went to Port-au-Prince Haiti for a week long mission trip. The week was spent working at an orphanage called New Life Children’s Home. Read more »
