Your Advisor's Thoughts

Happy Tax Day!

 
It is a relief every year when we successfully complete another tax season.  We prepared almost 600 returns.  Roughly the same number as last year, in a very down economy.   A huge THANK YOU to our clients for making the 2010 tax season a booming success.  The work doesn’t stop here though. We still provide year round service to our tax clients.  In addition, we transition into financial planning services for the remainder of the calendar year.

April 15th is also my birthday.  Coincidence, yes;  happy coincidence, not really.  Last night I removed two tree stumps from my side yard.  My neighbor, Ron, who enjoys every project I do around my home, commented, “ Tomorrow, you will be aware of muscles you never knew you had”, right after he loaned my his axe.  He is right. I am very sore today, but it is a great reminder of the aging process and a call to enjoy life and stay active while we all still we can.

PS.  Help us make 2010 one of our best ever!  If you have any investing or financial planning needs, please let us know at 610-485-1010.  We will be happy to work with you, your friends or even your enemies, by providing sound financial advice.

 

Stay tuned for more….

Greg is a Investment Advisor Representative of Trustmont Advisory Group.

A little late (What Does A Financial Planner Do On His Day Off?)

 
Short answer  ...  counts snowflakes.  Long answer… determines that at 9AM February 10th my driveway had approximately 1000 Gallons of packed snow on it.  How do I know this?  I counted.  Here is how I did it.  When I woke up on the 10^th, I watched a few minutes of the weather report.  The weatherman said get outside with your kids and enjoy the snow, because accumulation of this magnitude may never happen again while they are still small.

 My son has been trying to make a snow fort every time it snows.  When I went outside to shovel, I found the snow was perfect for building.  I started filling up a 32 gallon tote with the wet snow and began to build the fort for my kids.  So how do I know there were 1000 gallons of snow?  I packed the 32 gallon tote 33 times!  That equates to 231,000 cubic inches or 133.7 cubic feet of snow. 

Anyhow, my kids had fun and so did your number crunching financial planner!

  

Stay Tuned For More….

You can contact Greg at 610-485-1010

He is an investment advisor representative of Trustmont Advisory Group Inc.