Archive 2008 - 2019

James Keefe

Total: 2

Weathering The Storms

by James Keefe 2/4/2015

Balanced Rock Report Blizzard of '15 Edition - Weathering the Storms This newsletter includes: Weathering the Storms - Keeping a Long-term Perspective Getting a Jump on Taxes - Filing Season has Begun! The Market Brief - Global Turmoil


Changes in the Retirement Benefits Landscape for 2015

by James Keefe 12/27/2014

The Happiest of Holidays and Warm Wishes for the New Year! In this time of giving and gathering with loved ones we want to wish you and yours a happy holiday, a wonderful 2015 and to say thank you for reading our newsletter and supporting our mission here at Balanced Rock.