The Sequester: Everything You Could Possibly Need to Know
Two months ago it was the fiscal cliff, now we have the Sequester. If nothing is done by the end of today, we will have officially entered the reality of the Sequester. You can’t help to hear about it on the news, on late night TV, at the coffee shop, it is being talked about…
Read MoreNovember 2009 Newsletter
Download Financial Update 2009 Fall Newsletter Another Milestone—Our 25th Year We are very proud this year to be celebrating our 25th year in business. Our firm was formed in 1984 by Bob Lawrenz. At that time it operated under the name Robert Lawrenz Consulting Services. Bob wanted to offer unbiased investment advice to people on…
Read MoreFocus Recognized in Wealth Manager Magazine
For the 7th year in a row, Wealth Manager magazine named Focus as a “Top Wealth Manager.” The results were released in the magazine’s July/August 2009 issue. In order to be eligible for consideration, firms are required to be SEC-registered RIAs (Registered Investment Advisors) who have at least 50 million dollars of client assets under…
Read MoreFocus Named One of the Country’s Top Financial Advisors
Focus was ranked as one of the top Registered Investment Advisors (RIA’s) in the country by Financial Advisor Magazine in their July 2009 issue. To be eligible for the magazine’s ranking, registered investment advisors must have over 50 million dollars in assets under management, provide financial planning and related services to predominantly individual clients, and…
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