FIRST QUARTER 2014

1stqtrnewsheaderpic2014

FIRST QUARTER 2014 – LIFE AFTER THE RALLY

In 2013, we benefitted from a 30% rally in the Standard & Poor (S&P) Industrial index.  Over the last one hundred years that has happened only 13 times.  After the first quarter, we have seen a more volatile market with a lot of “excess” gains taken back from many of the momentum stocks of the […]

April 24, 2014

FIRST QUARTER 2014

college-ahead

FIRST QUARTER 2014 – SPENDING FOR COLLEGE

I was recently talking with a client who had saved diligently for his son’s college in a 529 college savings account only to find out that his son qualified for a “free ride” in scholarships and financial aid.  He was quick to point out that he felt blessed with his son’s achievement, but was left […]

April 24, 2014

FIRST QUARTER 2014

protection

FIRST QUARTER 2014 – PROTECTING YOUR DATA ONLINE

A new website virus called Heartbleed has been in the news quite a bit lately.  This is a bug that has been hidden as part of the OpenSSL encryption software on certain websites.  The software is used to keep information that is shared between your computer and the web server private.  The Heartbleed bug can […]

April 24, 2014


FIRST QUARTER 2014

welcome

FIRST QUARTER 2014 – NEW STAFF MEMBER

Lisa Kehrt, a life-long resident of Terre Haute, has joined our staff.  Lisa enjoys photography and Face Timing with her grand nieces and nephews. Lisa will be working two days per week in the primary role of document preservation and storage.  She will also be answering the phone, so you may be speaking with her […]

April 24, 2014