Podcasts

Quarterly, or whenever an issue requires more immediate attention, we’ll send you a short podcast highlighting news that may affect your plan. If you need to refer to a previous one, we’ll have them available here in both audio (mp3) and readable (Adobe) formats. 

Topic	Date	MP3	Adobe
Roth 401(k) Conversion	11/16/10
Cross Tested Allocation Survey	11/16/10