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 2005 Congratulations Nick Norvell!! By Forte News Department Congratulations to Nick Norvell for fulfilling the requirements to become a Certified Financial Planner!  Nick successfully completed more than a year of comprehensive study and passed the two-day exam in July.  The coursework is both intense and extensive requiring diligent perseverance.  We are extremely pleased to add this additional training to our pool of resources when assisting clients with difficult financial decisions.  Good job, Nick!!

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