Author Archive for: ‘tbruno’

Investment Summary as of December 31, 2013

January 7, 2014 2013 was an excellent year for stocks.  U.S. monetary and fiscal policy dominated the headlines.  Investors feared the Fed tapering its bond-buying stimulus program early, which resulted in a spike in interest rates late spring.  Congress finally arrived at a budget/debt ceiling compromise but not until after a temporary government shutdown in the fall.  Under all of […]

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Signature

Why do I need a plan?

Failure to plan may result in accidental disinheritance.  Accidental disinheritance occurs when you have no will or your will does not function properly.  Because failure to plan means you risk harming those you love and subjecting your estate to needless tax, most people need to make a plan for the future. There are several options for planning for your future.  […]

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Investment Summary as of November 30, 2013

December 4, 2013 U.S. stocks surged in November as the resolution to the debt ceiling impasse and the re-opening of the government allowed investors to focus on signs of a slightly improving economy.  The S&P 500 Index increased 3.1% in November.  Internationally, developed markets in the MSCI EAFE index also gained but were only up 0.6%.  The Barclays Capital U.S. […]

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Slide YE

Benefits of Year End Giving

The year is quickly coming to an end and 2014 will be here before we know it. Many times we get caught up in the holiday season and planning for the next year, and we forget about making year-end gifts to our church and beloved United Methodist ministries. These gifts, large or small, are important to ministry and could be […]

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Jellybeans

Women explore seasons of church

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By Kristin E. Van Nort As a newer member of The United Methodist Church, Melanie Dewey of Tulsa wanted to know more about the liturgical seasons United Methodists celebrate. She spent most of her adult life in a non-denominational church and she was unfamiliar with UMC traditions involving Advent, Lent and Pentecost. Melanie thought others might feel the same way. […]

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ThunderEmail

Nothing But Nets – 2014

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Coming up in 2014! Buy a net, save a life.   April 11th, versus The New Orleans Pelicans

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Investment Summary as of October 31, 2013

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November 5, 2013 The markets continued their run in October as Congress arrived at a budget/debt ceiling compromise to end the partial government shutdown that began October 1st.  The S&P 500 Index increased 4.6% in October.  Internationally, developed markets in the MSCI EAFE index were up 3.3%.  The Barclays Capital U.S. Aggregate Bond Index gained 0.8% for the month. The […]

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