Kristen Audy tied the knot

Market Outlook May 2013

Please review important Disclosure and
Compliance Information here.

Recommended Reading May 2013
Book Review: Lee Kuan Yew: The Grand Master's Insights on
China, the United States, and the World
Graham Allison, Robert D. Blackwill, Ali Wyne
with Foreword by Henry A. Kissinger

March 27, 2013
Eric is the guest speaker at the NEFCU 2013 Annual Meeting.
He will discuss “The US and Global Economy.”

Important Notice:
Clients’ tax reports are in the mail. Please keep them in a
safe place for your April 2013 tax filing.

Anne Doremus is judging the Family Enterprise Case Competition sponsored by The University of Vermont on January 10-11, 2013. Sixteen student teams from Argentina, Canada, Chile, Columbia, Malaysia, Mexico, Netherlands, Spain, Sweden and the USA will present family business case model writing and analysis.

December 2012
Cupcake Recipe

Anne Doremus attends the Financial Aid Tactics Seminar sponsored by Strategies for College in Waltham, MA on December 5, 2012

Recommended Reading November 2012
Book Review:How Will You Measure Your Life?
Clayton M. Christensen

Anne Doremus presents college planning strategies
at Navigating Your Children’s Future in
Shelburne, VT on October 11, 2012

Eric Hanson attends the Investing in Africa Conference
in New York City on September 21, 2012

Anne Doremus presents a segment on stock investing at the 2012 Vermont Teachers Financial Literacy Summer Institute at Champlain College in Burlington, VT on June 25, 2012

Eric Hanson elected to the Board of Trustees of his alma mater
St. Lawrence University in Canton, NY on June 1, 2012