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News + Articles

05/12

A “Sweet” Client Appreciation Luncheon

Thank you to our clients and guests that attended our Women’s Luncheon at Town & Country Club on May 3rd. Maggie Johnston was our gracious host and emcee; Susan Isaacson gave an entertaining (really!) presentation on Death and Taxes – an update on the 2012 Estate and Gift Tax Exemption, the possibility of it’s expiration [...]

05/12

Social Security makes a statement with virtual benefit estimates

In a budget cutting move last year, the Social Security Administration stopped mailing paper benefit estimates to workers, a move that caused an outcry among individuals and financial planners who rely on the documents as an important tool in the financial planning process. The agency resumed mailing paper statements in February 2012, but only to [...]

04/12

“Advisor of the Year” for 2011

Bradley M Johnston was awarded the “Advisor of the Year” for 2011 by VSR Financial Services. Congratulations Brad!!

04/12

Weekly Economic Research

Click here to view the summary of the Economic Environment through the week of March 26-30, 2012

02/12

Weekly Economic Research

Click here to view the summary of the Economic Environment through the week of February 20 -24, 2012

02/12

Jobless Claims

Highlights Jobless claims are signaling significant improvement for the February jobs report on top of January’s strong improvement. Initial claims for the February 18 week total 351,000, unchanged from the slightly upward revised prior week. For the eleventh time in 12 weeks, the four-week average shows improvement, down 7,000 to 359,000. The four-week average is [...]

02/12

Weekly Economic Research

Click here to view the summary of the Economic Environment through the week of February 13- February 17.

02/12

Velocity of Money

Click here to view the “Velocity of Money” article by Scott Wren, Senior Equity Strategist at Wells Fargo

02/12

Market Commentary

After a very strong January, investors may be wondering if it’s too late to add to equity positions. We want to remind investors that equity investing should be viewed in a longer-term context and daily, weekly, and even monthly moves should have little impact on your overall investing plan. But for those who are underinvested [...]

02/12

Weekly Economic Research

Click here to view the summary of the Economic Environment through the week of February 6- February 10.