Winter Message - 2017


Hope you managed to stay warm this winter. The good news…spring, will be here in a few weeks!

In case you missed these, the first item contains quotes from Diahann Lassus as a five-year attendee of the New Jersey Chamber of Commerce’s Walk to Washington which turns 80 this year. This is followed by links to financial articles in the media that include quotes from our advisors.

This February, The Walk To Washington Turns 80. Longtime Participants Share Their Memories.
Diana Lasseter Drake, Enterprise magazine

Biz Brain: You Or An Accountant? Prepping For Tax Time
Karin Price Mueller, for

Biz Brain: Trump's Tax Plan And Your Tax Return
Karin Price Mueller, for

Biz Brain: Can I Deduct My Home Gym?
Karin Price Mueller, for

Special Report: Trump Exec Orders, Your Wallet
Karin Price Mueller,

Special Report: Dow 20,000. What's Next?
Karin Price Mueller,

Biz Brain: When Christie's Gone, Will Estate Tax Return?
Karin Price Mueller, for

Biz Brain: The Lower Sales Tax Isn't Much For Consumers
Karin Price Mueller, for

Biz Brain: When Your Fund Makes A Big Change
Karin Price Mueller, for

Biz Brain: About The New Tax Savings For N.J. Seniors
Karin Price Mueller, for

Biz Brain: Trump, Volatility And The Stock Market
Karin Price Mueller, for articles where we were quoted began being posted on, the largest news website in New Jersey, in early January. 

Please visit us at Lassus Wherley to see these and many other items that may be of interest to you under the What We Think tab.

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


Deborah J. Rivosa, CFP®, CFA
Chief Compliance Officer
Director, Business Development

 If you are a Lassus Wherley client, please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or service (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related service, made reference to directly or indirectly herein will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Lassus Wherley. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lassus Wherley is not a law firm and no portion of the content herein should be construed as legal advice. A copy of the Lassus Wherley’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Lassus Wherley does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lassus Wherley’s web site or incorporated herein, and takes no responsibility
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