September 2, 2009

What do you know about the FDIC?

If you’ve been reading newspapers or watching television news, you have heard the dismal headlines regarding the Federal Deposit Insurance…

September 1, 2009

Diederich and Sheehan in Registered Rep Magazine

Gene Diederich and Joe Sheehan were featured in the article “BOMs for HIRE,” by Susan Konig in Registered Rep Magazine….

September 1, 2009

Sadler Quoted on

Dave Sadler was quoted in a article titled, “7 steps to a 2010 Roth IRA Conversion.”

September 1, 2009

Dorn Achieves Mission Possible Award for MS Society

Tony Dorn was featured in an article in the quarterly newsletter of the Gateway MS Society for achieving Mission Possible…

August 3, 2009

Diederich on the Committee for Fiduciary Standards Board

Gene Diederich was mentioned as a member of the Committee for The Fiduciary Standards board in the article, “Advisors Take…

August 1, 2009

Halls Featured in Registered Rep

Tim Halls was featured in the Adviser Corner in Registered Rep magazine earlier this month. The publication featured Tim’s response…

August 1, 2009

Barron’s Names Jim Blair One of America’s Top Financial Advisors

Jim Blair was recognized for the third year in a row as one of America’s top independent financial advisors, as…

July 21, 2009

To Roth or not to Roth, that is the Question

Whether you are an employee (plan participant) or a business owner (plan sponsor), you have probably heard something about a…

July 20, 2009

Harmon Quoted on

Kara Harmon was quoted on the topic of college savings options in an article on

July 15, 2009

TIPS: I Don’t Mean the Gratuity Kind

Treasury Inflation Protection Securities (TIPS) are government-issued, marketable securities designed to provide protection against inflation. TIPS are bonds that have…