Year End Message 2016

Lassus Wherley- Year End Message December - 2016

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 first item is an article authored by Diahann Lassus and published by Following this are links to financial articles in the media that include quotes from our advisors.

How To Survive The Holidays With Your Credit Still Intact

Diahann W. Lassus, Lassus Wherley,

How To Avoid Holiday Credit Card Debt

Karin Price Mueller,

How To Value Items You Give To Charity

Karin Price Mueller,

Hiring Someone To Manage Your Money

Karin Price Mueller,

The Despondent Voter's Guide To Trump And Money

Crain’s Wealth; originally published by Bloomberg News

Financial Planners Play Therapist To Paralyzed Liberals

Ben Steverman, Bloomberg

An Special Election Report

Karin Price Mueller,

Estimated Tax Payments For Freelancers

Karin Price Mueller,

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



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 product (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related content, made reference to directly or indirectly 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 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 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 therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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