In November 2012, Glen Buco, Kim Cox and Dana Sippel were listed as Top Money Advisers in the fee-only category in Washingtonian magazine.
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Without a doubt, the equity markets had a very good year in 2013. Equity returns benefited from earnings and revenue growth, as well as from higher valuations. As perceived levels of risk fell, investors drove valuations higher and $121 billion flowed into U.S. equity mutual funds and exchange-traded funds through November 30th, according to Morningstar. […]
Articles in this issue: The Parent Care Dilemma, Concierge Medicine, The Importance of Setting Goals, Take Time for a Vacation, and Client Question: Should Senior Secured Loans be part of my investment portfolio?
Articles in this issue: Proposed Budget Provisions May Impact Retirement Savers, Don’t Let the News Bother You, Retiring South of the Border,Client Question: What is a preferred security?, Changes to Online Fidelity Account Access Read More