Monthly Archives: August 2011

Sign-Up for Epple Financial Advisor’s Monthly Newsletter

Looking to learn more about our approach to helping our clients and if we might be a good fit as your financial advisor?  Sign-up for our complimentary ezine.  It is sent out monthly and written as way to keep our … Continue reading

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Living with Volatility

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors—feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Acting on those emotions, though, can end up doing us more harm than … Continue reading

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The Mother of All Overreactions

The big news in the markets was the markets themselves: on Monday, the S&P 500 fell 79.92 points, losing 6.66% of its value.  The Dow was down 5.55% and the Nasdaq technology index dropped 6.90%.  Globally, the EAFE index, which … Continue reading

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Educational Seminar – 09/20/11 – For Business Owners Who Have a 401k Plan

New Requirements to your 401K Administration will bring significant changes in 2012.   Be Aware and Be Ready. See Flyer:  http://epplefinancial.com/files/09-20-11%20Seminar%20Flyer.pdf In 2012, the Department of Labor will be requiring all companies involved with your 401(k) plan to inform both plan … Continue reading

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Q2, 2011 Market Reviews

It was not a good three months for the U.S. and global stock markets, as everything fell more or less in tandem.  The U.S. investment markets were depressed by questions about the viability of the European Union and stubbornly high … Continue reading

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