Strength in numbers

December 2012

  • Mt. Everest photos have been posted! Enjoy.

  • As a reminder, the markets and our office will be closed for the holidays:
    • Monday, December 24th – Market closes at 1PM
    • Tuesday, December 25th – Closed all day
    • Tuesday, January 1st – Closed all day

November 2012

  • Rick returns from India on November 5th. Be on the lookout for photos and emails about his adventure.

  • Our new "Women and Wealth" webpage is live! Included on the page are articles, videos and more about Financial Planning for Women.

  • As a reminder, the markets and our office will be closed for Thanksgiving:
    • Thursday, November 22nd – Closed all day
    • Friday, November 23rd – Market closes at 1PM

October 2012

  • Rick is hiking to Everest Base Camp this month! He will be leaving on October 9th and traveling through Tibet to Mt. Everest. If you are not on Rick’s email distribution list, please email us if you wish to receive periodic dispatches. Be sure to "like" our Facebook page to view pictures and updates.

  • The end of the year is approaching quickly. Taking a little time out from upcoming holiday chores to make some strategic saving and investing decisions before December 31 can affect your long-term ability to meet your financial goals and the amount of taxes you may owe next April. Review our End of Year Checklist which includes a list of important items and questions to help with year-end planning.

September 2012

  • Rick is hiking to Everest Base Camp in October. He will be leaving on October 9th and traveling through Tibet to Mt. Everest. If you are not on Rick’s email distribution list, please email us if you wish to receive periodic dispatches. Be sure to "like" our Facebook page to view pictures and updates.

  • Wagener-Lee, LLC has been recognized as a premier advisor in Baltimore. Read the press release here.

  • As 2012 draws to a close, you may want to consider your tax-planning options for next year. View our year-end tax planning worksheet that will help you get organized as we examine your plans for next year and beyond. It covers several important points including charitable giving, retirement planning and education funding, as well as general tax considerations.

August 2012

  • The Great Strides walk supporting the Cystic Fibrosis Foundation on July 29th was a huge success. Thank you to everyone who participated!

  • Amanda’s Women’s Wine and Investment seminar is coming up on August 23rd. If you would like to learn more or attend the next seminar, please email Amanda.

  • A reminder that the markets and our office will be closed for Labor Day on Monday September 3rd.

July 2012

  • Each year the Wagener-Lee team participates and sponsors the Great Strides walk supporting the Cystic Fibrosis Foundation. We are proud that Steve Lee, JD, CFP®, is once again the Chair of the walk.

    Join us for a walk around Centennial Park on July 29th. Following the walk is a celebration with great food, drinks and a concert by Nightlife Band. View Steve’s Great Strides page for more information.

  • Read Rick’s Investment Commentary for the 3rd Quarter 2012 here.

  • Amanda’s second Women’s Wine and Investment seminar is coming up in August. If you would like to learn more or attend the next seminar, please email Amanda.

June 2012

  • Three years ago Rick attended the taping of CNBC’s Mad Money. Rick stumped the chump, Jim Cramer! View the segment of Mad Money here.

    The facts and opinions given may no longer be current and should not be used to make financial decisions of any kind.

  • Last month several members of our team attended the Raymond James National Conference for Professional Development. The conference’s theme, "The Power of Independence," gave us the opportunity to dive more deeply into what it really means to be an independent financial advisor. In addition to education sessions and presentations centered on enhancing client service and business strategy, the conference also gave us the opportunity to review the latest industry standards and regulatory changes.

May 2012

  • Amanda Piper became a member of the Financial Services Institute (FSI). Read the press release here.

  • Rick Wagener spent 3 days on Wall Street last month working with fellow advisors and investment managers discussing portfolio development techniques and strategies.

  • Amanda presented at Discover Engineering Day at The Seton Keough High School last week. Amanda, along with 4 other engineers, worked with the Freshman class on a "hoop glider" project.

  • A reminder that the markets and our office will be closed for Memorial Day on Monday May 28th.

April 2012

  • Check back in the coming weeks to view the addition of Jeff Smith and Ehab Alalfey’s biographies.

  • Read Rick’s Investment Commentary for the 1st Quarter 2012 here.

  • Have you visited our Facebook page lately? "Like us" to receive updates about the staff, weekly investment commentary, and more!

March 2012

  • Amanda Piper contributed to the Spring 2012 Woman to Woman magazine.

  • There is still time to make a 2011 contribution to your IRA. You have until April 17th (the federal filing deadline for Tax Year 2011).

February 2012

  • Welcome to Ehab Alalfey!

    • Ehab is a Financial Advisor new to our team. Ehab worked at Ameriprise Financial Services for 6 years. He graduated from the R.H. Smith School of Business at the University of Maryland and received a Bachelor’s of Science in International Business.

    • Ehab is engaged to Dena Muaket, a Montgomery County Public School Kindergarten Teacher. They plan to have their wedding this summer in Egypt. Ehab enjoys travelling, cooking and exercising in his spare time. We are excited Ehab chose to join our team!

  • Amanda Piper held her first Women’s Wine and Investment seminar this month. It was a great success! If you would like to learn more or attend the next seminar, please email Amanda.

  • Wagener-Lee is looking forward to attending the Maryland FBLA* Region 9 Conference. Rick and Steve are attending as judges. Amanda and Ehab are attending as workshop presenters.
    *Future Business Leaders of America is the largest student business organization in the world. http://fbla.org/

January 2012

  • Happy New Year!

  • Read Rick’s Investment Commentary for the 4th Quarter 2011 and Year in Review here.

  • There is still time to make a 2011 contribution to your IRA. You have until April 17th (the filing deadline for Tax Year 2011). Call the office to discuss your individual situation.

  • Rick and Amanda are traveling to St. Petersburg, Florida later this month for the Raymond James Top Portfolio Managers Symposium. They will be working closely with other advisors and industry professionals including Jeff Saut, Raymond James Chief Investment Strategist.