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Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the US. Is this something to worry about?

The world’s most closely watched central bank unsettled financial markets by flagging that it may start to scale back its bond purchases later this year.

Trying to correctly time your entry point to the market is never easy. Just ask the experts.

In early February, strategists at a global investment bank were becoming alarmed at political events in Europe, the sequestration “crisis” in the US Congress, and what they saw as an unseemly rush into equities.

The investment community lost one of its more colorful characters last week with the passing of Martin F. Zweig, a prominent market pundit, author, and chairman of Zweig-DiMenna Associates LLC, a New York investment firm. His death also marks the close of another chapter in the long-running debate on the virtues of market timing.

Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a potential opportunity to participate in strong returns across the global financial markets.

Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a potential opportunity to participate in strong returns across the global financial markets.

Ashley recently participated in a webinar hosted by Bryan Baas, Director of Oversight and Control at TD Ameritrade Institutional over how to protect clients against e-mail fraud. She learned cutting edge information that we are passing on to you.

The fiscal cliff represents a combination of government spending cuts (especially in the military through sequestration) and tax hikes set to take effect in January. Congress brings the nation to this point after their inability to forge a deficit reduction deal over the summer of 2011.

Done. After countless hours of campaigning and millions of dollars spent running ads, Barak Obama will remain the 44th President of the United States of America. It was a hard fought battle but the campaign did what it was supposed to do: show Americans two differing views of the future. Citizens went to the polls in mass force yesterday letting their voice be heard.

Here are the tabulated results of our Fourth Annual Client Survey. Thank you for your business and thank you for your feedback on the survey, if you were able to complete it. Our client base totals 111 and our response rate was 38% (average response rate for the typical survey is 40%).

The typical demographics of a survey respondent:

The Wall Street Journal and SmartMoney recently published articles about “virtual assets” which can sometimes be forgotten about in estate plans. Estate planning is the process of organizing, managing, and disposing of assets for someone in the event of their incapacitation or death.