Strength in numbers

DECEMBER 2013

  • A reminder that the markets and our office will be closed on Wednesday, December 25th for Christmas and Wednesday, January 1st for New Year’s Day.

November 2013

  • A reminder that the markets and our office will be closed on Thursday, November 28th for Thanksgiving.

October 2013

  • Our 2013 Equity Market Outlook Third Quarter Update has been posted to our website.
  • Congratulations to Amanda Piper for successfully completing her Series 9 Exam.
  • A reminder that the bond market is closed on Monday, October 14th for Columbus Day. The equity markets and our offices will be open.

September 2013

  • Don’t forget to view our Weekly Market Snapshot on our website.
  • Congratulations to Amanda Piper for successfully completing her Series 9 Exam.

August 2013

  • Welcome Walt Stundick! Walt joined our team as a financial advisor in July. His bio and photo will be posted to our website soon.
  • Photos from our Great Strides Walk have been posted to our Facebook page.
  • A reminder that the markets and our office will be closed for Labor Day on Monday September 2nd.
  • Have you checked out our website lately? The most recent Successful Women Newsletter has been posted and includes articles about family-friendly corporate benefits and more.

July 2013

  • Happy Independence Day! As a reminder, the markets will be closed on July 3rd at 1:00PM and all day July 4th.
  • Each year the Wagener-Lee team participates and sponsors the Great Strides walk supporting the Cystic Fibrosis Foundation.

    Join us for a walk around Centennial Park on July 21st. 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.

June 2013

  • Summer is here! Next month the markets will be closed in observance of Independence day on July 3rd at 1:00PM and all day July 4th.

May 2013

  • Amanda will be spending the afternoon at Seton Keough High School for Discover Engineering Day with her former colleagues at Northrop Grumman.

Every year, beginning after National Engineers Week, Northrop Grumman engineers take a day to visit a school of their choice and lead a hands-on classroom activity related to engineering and designed to generate excitement about technical professions. Northrop Grumman giveaways are provided to students and lesson plans are shared with the teachers. Each school visited is given a grant to be used to enhance its math and/or science programs.

April 2013

  • Our Women Wine and Investment meeting was a success! Check our Facebook page for photos of the event.
  • Rick, Jeff, Amanda and Alan traveled to Dallas, Texas for the annual Raymond James National Conference for Professional Development. There were many highlights including market outlooks, investment strategy meetings, and meeting President George Bush.

March 2013

  • Our Winter 2013 Newsletter has been posted to our website. Enjoy!

  • As a reminder, the markets and our office will be closed for Good Friday on March 29th.

  • The next Women Wine and Investment meeting will be held on Thursday, March 28th. We will be enjoying painting instruction by the Painted Palette. Just women, wine, and painting for the evening! Please email Amanda to inquire if there is still available space for you and a friend.

February 2013

  • As a reminder, the markets and our office will be closed in observance of Washington’s Birthday on Monday, February 18th.

    • Did you know… Washington’s Birthday was first declared a federal holiday by an 1879 act of Congress. The Monday Holiday Law, enacted in 1968, shifted the date of the commemoration of Washington’s Birthday from February 22 to the third Monday in February, but neither that law nor any subsequent law changed the name of the holiday from Washington’s Birthday to President’s Day. The third Monday in February has become popularly known as President’s Day.

  • Recent meetings and conferences:

    • Mike and Amanda attended the Raymond James Top Portfolio Manager Symposium in Florida.

    • Rick, Steve, Mike, Amanda, Jeff, Jimmy, Lee, Emmy and Chris attended the Raymond James Regional Conference in Baltimore.

January 2013

  • Happy New Year!

  • Read Rick’s Investment Commentary for the 4th Quarter 2012 and Year in Review here.

  • There is still time to make a 2012 contribution to your IRA. You have until April 15th (the filing deadline for Tax Year 2012). Call the office to discuss your individual situation.

  • As a reminder, the markets and our office will be closed in observance of Martin Luther King, Jr. Day on Monday, January 21st.