account access
paperless
nav left lifestyle and legacy planning lifestyle and legacy planning lifestyle and legacy planning press contact under
archive left archive right
Fall 2009
summer 2009

Fact

On October 14, 2009, the Dow Jones Industrial Average passed 10,000 points for the first time in a year, culminating a 53% gain since March. The Average first crossed 10,000 on March 29, 1999. During that same period, the real dollar prices of oil and gold have increased 255% and 197% respectively.

– Derived from “The Lost Decade of Stock Investing.”Wall Street Journal. 2009.

Quote

"Vitally important for a man or woman is, first, to realize the value of education and then to cultivate earnestly, aggressively, ceaselessly, the habit of self-education"

– BC Forbes

Inside
News and notes
olsgard farrisPromotions

Waller Financial congratulates Jason Farris and Chris Olsgard, each of whom have been promoted to the firm's management team. Mr. Farris and Mr. Olsgard, who both joined Waller Financial in 2004, will join in the principal management of firm operations at the Columbus, Ohio office.







outing Waller Financial Golf Outing Results
Waller Financial would like to congratulate Tiffany Shively, her husband Derrek, and Jason Eliason for retaining the Waller Cup for a third straight year at the annual golf outing.









Holiday Office Schedule

In observance of the holidays, Waller Financial Planning Group's offices will be closed Thursday, November 26 and Friday, November 27 in observance of Thanksgiving. The offices will be closed beginning Wednesday, December 23 at noon through December 25 in observance of Christmas. The office will also be closed Friday, January 1 for New Year’s Day.


New Arrival

blocks Waller Financial would like to congratulate Shawn Ballinger and his wife Susan on the birth of their second child, Carter Michael Ballinger. Carter was born on August 5, 2009. The entire Waller Financial team congratulates the Ballingers on their new arrival!

941 Chatham Lane Suite 212, Columbus, OH 43221
Phone: 614-457-7026 Fax: 614-457-0911
Email: svidosh@waller.com