Nancy Lottridge Anderson, Ph.D., CFA, and her staff offer expert advice and personal service. We offer our services on an hourly or retainer basis for our clients. Our services include account management, stock and economic research, retirement planning, and 401k slate analysis. We manage investment accounts of any size and tailor the portfolio to meet your specific needs. For clients of ours, we are available to help with any financial situation you face.
Independent, Fee-Only Financial Advisor
Wednesday, December 21, 2005
Winding Down
The weekend draws near. Christmas is 4 days away, and the end of another year will soon be here. The older I get, the faster time flies! We've spent the last few weeks taking care of year-end "stuff." That means keeping an eye on tax bills which will arrive next April and completing contributions for the year. Around the office, we've been jumping! People coming and going. Checks to be mailed. Forms to be completed. I'm feeling like Santa in his last minute push to Christmas Eve! Markets managed a good day, despite more dismal news from GM. One bright spot... FedEx. Their earnings increased by 1/3. I'm sure my online ordering had something to do with their success. NASDAQ added 1/2%, but the Dow only eked out about 1/3%.
Dow +28.18
NASDAQ +9.24
S&P 500 +3.17