April 16 2010
Weekly Market Wrap: The S&P 500 broke its 8 week positive streak by finishing slightly lower at 1,192. For the year the S&P 500 is now up nearly 7%. Both Gold and Oil finished 2% lower this week. Gold ended the week at $1,136 per oz. and Oil finished at $83.08 per barrel. The dollar ended the week flat again against other major world currencies at $80.78.
The Week at AAM : I attended two chamber events this week. One was a networking lunch at the Georgetown Township offices and the other was a speed-networking event at the Hudsonville Township offices. The chamber continues to prove that it is a great way to get me out of the office and meet new people. I am confident that some of the contacts I made this week will eventually lead me to new clients.
I met with two more new prospects this week and had great meetings. Both came to me through the NAPFA® website listing. My membership with NAPFA® has really provided me with a lot of great people to meet with recently.
I am happy to wrap up tax season this week. It has been a busy one. The best part about tax season is that I get to meet with and speak with many of my existing clients in a short period of time.
I met with a new (to me) estate planning attorney, John Teeples. John and I are in the chamber leads group together. I like the way he runs his practice and I am looking forward to working with him to build both of our business.
In addition to that I had 9 client meetings this week, completed a Roth conversion, discussed how to purchase a cottage from a family member, completed the rollover of a privately held business from one IRA to another and discussed financing a home remodel through a home-equity loan or a 401k loan.
I signed up for a free trial of Constant Contact to help me put together a more appealing newsletter email.
It was a busy week and I am looking forward to the next one.