LeRoy Wealth Management

Please join John LeRoy, CFP^® in analyzing the events that took place in the market for the year 2010 and helpful discussions for 2011.

The Webinar and call should take approximately 45 minutes and can be attended in the comfort of your home or office.  We ask that you be in front of your computer for the presentation, follow the instructions we provide and we will do the rest.

Please contact Karen O’Brien no later than TBD for more information and to make a reservation at 973-285-3634 or email kobrien@sfr1.com.

SUMMIT FINANCIAL RESOURCES
Collaborates with THE NEW YORK TIMES

Summit Financial Resources recently collaborated with the New York Times on an article that calculates what the anticipated percentage tax increases will mean in terms of actual dollare values.  You are encouraged to read the article at www.nytimes.com. 

INVESTING IN A RISING TAX ENVIRONMENT

Income and Estate Taxes are expected to significantly increase in 2011.  John LeRoy attended an investor forum in Boston and the keynote speaker was Andrew H. Friedman.  Mr. Friedman specializes in providing investors with strategies that are the most effective ways to respond to the changing political landscape.  Mr. Friedman wrote an article for The Washington Update called "Investing in a Rising Tax Environment". You are invited to peruse the article at www.thewashingtonupdate.com.