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2018 Client Appreciation

whetroadminJanuary 31, 2022

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Equity Markets Up & Down Last Week July 22, 2024
Another Record High For S&P July 15, 2024
S&P Extends It’s Gain By 1.08% On Holiday Week July 8, 2024
An Early Surge Followed By Late Week Surge Still Results in S&P Gains June 24, 2024
Tech Enthusiasm Drives S&P Gain of 1.5% June 18, 2024

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4169 Holland-Sylvania Road
Suite 103
Toledo, Ohio 43623

419.824.3300

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Monday - Thursday: 9am - 5pm
Friday: 9am - 4pm
See our holiday schedule.

Affiliated with Capital Investment Advisory Services, LLC. Securities offered through Capital Investment Group, Inc., Member FINRA & SIPC. 100 E. Six Forks Road, Ste. 200, Raleigh, NC 27609, (919) 831-2370

*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites to which you are linking”.

“Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content”.

FIDUCIARY DUTY: An investment adviser’s fiduciary duty under the Advisers Act comprises a duty of care and a duty of loyalty. This means the adviser must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own. This combination of care and loyalty obligations has been characterized as requiring the investment adviser to act in the “best interest” of its client at all times. An adviser’s fiduciary duty is imposed under the Advisers Act in recognition of the nature of the relationship between an adviser and its client—a relationship of trust and confidence.

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