Weekly Wrap April 16 2010

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.