Wealth Focus - Winter 2011 Newsletter

It’s hard not to ignore growing talk around a potential recession, especially with U.S. volatility and the European debt crisis dominating conversations. There are reasons for hope however, and in this Winter 2011 edition of Wealth Focus, we’ll look at why and how you can benefit.

Inside the newsletter, you’ll also discover:

• How giving to a charity can give you a tax advantage.
• An easy to reference list of deadlines and dates for tax-loss selling.
• The peace of mind a sound investment plan can bring you.

Please do not hesitate to contact me if you have any questions about any of the topics covered in this newsletter. I am always ready to speak with you about your portfolio and the strategies that can help you meet your financial objectives.