Tuesday, April 5, 2011

A Good Quarter, a Client Event & a Day Away

Here are this week's items for your attention:

1 - Despite some very disconcerting news in world events, as well as many ups and downs in the financial markets, the first quarter of 2011 was positive for most investors. We will be preparing quarterly reports over the next few days, so clients should be on the lookout for more details.

2 - We already have a healthy number of registrants for our April 28 session on How We Invest Your Money. This clients-only event answers all of our most frequently asked questions, and I think you'll find it to be worth your time. If you haven't registered yet and would like to register for the 2:00pm session, click here. To register for the 5:30pm session, click here. If you know you're not going to make it to either session, click here.

3 - Juliet and I will both be out of the office on Friday, April 8. Tabatha Cantrell, our Event Coordinator, will be here fielding calls and welcoming visitors.

Enjoy your week!


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