Saturday,  September  4  2010

Quarterly Newsletters Family Advisors quarterly releases newsletters to inform our customers about the status of the stock market and important news relevant to you 4th Quarter 2009 3rd Quarter 2009 2nd Quarter 2009 1st Quarter 2009 Archives   New Headlines Announcing a new acquisition!! August 2009 - Getting Your Finances Ready for the Next Rainy Day - or Decade August 2009 - Why Every College Freshman Should Start a Roth IRA July 2009 - Even When a Spouse Dies, Debt Lives On August 2009 - Understanding Actively Managed Exchange Traded Funds June 2009 - A To-Do List for Settling an Estate May 2009 - Don't Let Economic Troubles Threaten Your Retirement Plans May 2009 The Death Tax Is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust April 2009 - Thinking About Munis? Make Sure You’re Making Wise Picks   More		What's New at Forte for the year 2004 Alfred University Galanis Awards for Excellence in Family Business By Forte News Department On September 15th, Forté Capital was honored to attend The Alfred University Galanis Awards for Excellence in Family Business held, this year, at The Mansion on Delaware Avenue in Buffalo, New York.   Established in 1999 by Terry Galanis, Sr., a 1940 alumnus of Alfred University and his wife, the late Marian Galanis, the Awards, alternately held in either Buffalo or Rochester, New York, recognize outstanding family businessowners and practitioners in the western New York region.  Businesses that are nominated for the Awards have to demonstrate the successful blending of family values with business acumen.  In selecting award winners, the judges look for specific examples in each nominee’s everyday business activities of these core values: q     Trust and Loyalty q     Family Involvement q     Commitment to Employees q     Dedication and Service to the Community   The Galanis family earnestly believes that family firms are a vital part of our economy providing leadership, continuity and resilience.  The Awards are their way of supporting and promoting the continued creation and growth of family-owned businesses.   If you would like to nominate a Rochester-area family businessowner for next years awards, please contact Lori Hollenbeck, Assistant Dean for the Alfred University College of Business at (607) 871-2630.

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