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WFS Monthly Newsletter
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| January 2009 |
A Forefield Inc Publication |
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A Happy New Year to everyone. We hope you had a safe and happy holiday.
We would like to wish the following clients a happy birthday this month:
Allison, Arthur, Cyndy, Kathleen, Leslie, Marcel - PA. Andrea - WV. Anne, Castella, Karen, Nancy, Regina, Roberta, Sybil - DE. Stephen - TX. Jack - FL
L1208009629 (Exp. 12/09)
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The Higher Education Opportunity Act
One of the big pieces of legislation that passed in 2008 was the Higher Education Opportunity Act (the Act). Aside from reauthorizing the Higher Education Act of 1965 for another six years, the Act includes many other provisions intended to improve college affordability, access, and accountability. |
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Rethinking Your Retirement Game Plan
Periodic market downturns may result in significant investment losses, particularly within retirement accounts. If you are faced with this situation, you may have to reconsider when, or even if, you can retire. |
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Stuart F Cameron, Branch Manager,Registered Principal, Investment Advisor Representative & Financial Planner
Securities and Investment Advisory Services offered by registered representatives & investment advisor representatives, respectively, of Walnut Street Securities, Inc. (WSS), a Registered Investment Advisor. (Member FINRA, SIPC) 13045 Tesson Ferry Road; St. Louis, MO 63128. Wharton Financial Services is not a subsidiary or control affiliate of WSS. Forefield, Inc. is not affiliated with Walnut Street Securities. Representatives of Walnut Street Securities do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor. This brochure is for informational purposes only. Clients should not rely on information as personalized investment advice. A Forefield Inc publication.
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