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| MARCH 2006 NEWSLETTER  Click here for full chart The theme of this month’s newsletter is: Cruise Control. When you are driving on a long journey, there are times when it is OK to look around you. Enjoy the scenery. Take stock of where you are and look forward to what is ahead. As your advisors, we want you to feel comfortable that your plan is on cruise control. While we have both hands on the wheel, we want to work with you to look around and take stock of what can be done to have the investment plan work well in conjunction with the other major components of your financial plan. We are celebrating the third anniversary of the end of the historic three-year bear market that began in March 2000 and ended just as the war in Iraq began in March of 2003. These are six years of our lives that will easily be remembered. What will the next six years bring? That is, of course, impossible to gauge with absolute certainty. There are, however, predictable events for which we can prepare. Annually, it may be income tax preparation. Once in a lifetime, it is estate planning. In investments, it is the cycles of income, gain and loss. Let’s make 2006 the year of taking stock and getting your plan tightened down that next notch. Do we have copies of all your recent tax returns? Do we have copies of your powers of attorney and trusts? Do you have up-to-date documents? Do all the people who should know have access to the important parts of your plan? Our recent transition has made more of these services available at our office. We now have an IRS Enrolled Agent, James Naradzay, as part of our team. John Ryan of the Ryan and Copolla law firm now has an office at Robert Fulton Drive in Reston. Our commitment is to provide an easy way for you to have more and more of your financial life well planned, integrated and documented. We know how good it makes us feel to be able to easily retrieve your important papers and information from our secure servers. We want you to have that same feeling. Best from Dominion Wealth,  | |
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SEPTEMBER
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NOVEMBER
DECEMBER
JANUARY
Defensive Portfolio Measures
FEBRUARY
The Lagging Healthcare Sector
AUGUST
NOVEMBER
MARCH
APRIL
Investing in India
MAY
Consistency
JUNE
The path Ahead
JULY
Gradually Moving Back to Bonds
AUGUST
Key Demographic Statistics
SEPTEMBER
Closed-End Funds
OCTOBER
Revising Dent's Expectations
NOVEMBER
Service Integrations
IRA ADVISOR NEWSLETTER 2006
Trow profiled in the April Newsletter
MATTHEWS ASIA NOW
NEWSLETTER 2006
The Demographics Issue
BNET BUSINESS NETWORK 2001
Ready to Retire