Fall 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
Promotions
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.
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
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!