Year End Message - 2009

Lassus Wherley-Year End Message-December 2009

We wanted to take this opportunity to wish you a joyous holiday season and a very happy, healthy and prosperous New Year. In case you missed these, the following are links to some recent articles where we were quoted.   The last link is Diahann’s testimony as a representative of the Financial Planning Coalition before the U.S. House of Representatives Committee on Financial Services in July of this year.

This ain’t no party

Commentary:  Enthusiasm for stocks has no place in long term investing

Chuck Jaffe, MarketWatch

Preserve the bona fide fiduciary standard of conduct

A discussion of the fiduciary standard of conduct vs. the proposed lesser “universal standard of conduct”

Investment News, Article submitted by the National Association of Personal Financial Advisors’ (NAPFA) Industry Issues Committee

As always-please let us know if you have any questions.

Diahann and Clare

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