As we go through life our name, address, and beneficiaries may change on our various documented items. Not to worry, our job is to take care of this for you. That’s what we do! While you can call directly to various vendors, we…
Dear Investor, Enclosed you will find your Fourth Quarter 2011 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from our outside custodian along with the IRS tax basis for…
Happy 2012 ! It seems like only yesterday we were saying hello to 2011, but here we are already, starting a new year. So let’s get going, we are going to have a great 2012! We are happy to announce…
While today is not our Zigg day, we did want to let you know our little island is growing crowded this morning, which often happens this time of the year. Moderation of sentiment might be a good idea, as we…
Given the headlines and the market movement of late, we have been complimented frequently on our calm demeanor, to which we thank everyone, but wanted to highlight our secret. In an effort to attempt to always keep things simple, we have found…
As the end of the year approaches many 401k providers will replace, adjust, and redo various investment options of their company plans. Please keep us in the loop, as occasionally these changes are dramatic (auto directed transfers) or offer something new we…
To clarify some confusion that we may have inadvertantly caused, we wanted to explain the difference between the Account View and Electronic Vault. These are two distinctly different electronic access points, which also have two totally unique log in portals. The Account View feature…
Enclosed you will find your Q 3 2011 Quarterly Performance Report. What started out as a relatively calm quarter, ended with an interesting chain of events, many of which are unrelated to capital markets, yet had a dramatic impact. For…
The following is a brief procedure to enable electronic statement delivery of your monthly statements. Due to recent technology updates, this procedure has changed slightly. If you are currently receiving electronic statement reporting, don’t worry, you are not affected. So here…
For those in another area of the country that is cooler, we have a bit of envy for your situation. Here in Dallas, Texas it has been very hot for an extended period of time. This has caused our local…
