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"Annual Letter to our Clients - 2010" - As they say, 'the past is prologue', meaning that history repeats itself and has a tremendous amount of influence on the present. 2009 presented a unique set of challenges for investors with markets moving from the lowest levels in a decade, to a potentially new bull market. This letter serves as our annual update to our clients.

"Tax Document Mailings" - Tax documents will soon be hitting your mailbox. Fidelity, along with other institutions, are trying to get all information finalized prior to mailing any documents. This may lead to a delay in receiving all the information needed in order to complete your tax return. As always, please contact our office with any questions you may have.

"The Great Recession and 80 Years Prior" - Today marks the end of the Great Recession of 2008/2009 with GDP growth of 3.5% for the past quarter. It's very fitting as today also marks the 80th anniversary of the crash of 1929. It wasn't that long ago, that many people were saying that we were headed to the Great Depression, part II.

"Celebrating 3 years." - May 26th marks 3 years as an independent investment advisory firm. We are proud of what we've created, and have many more years of exciting developments to come. Three candles on the cake for us.

"A matter of time and perspective" - New updates were added to the video section including two new pieces from George Washington's look-a-like, Mr. Louis Rukeyser. Parts I and II include past commentary concerning everything from recessions, oil embargos, crashes and the like. It's worth a little of your time.

"2009 Required Minimum Distribution FAQ" - Fidelity publishes a short Q and A letter on the changes in Required Minimum Distribution rules for 2009.

"Spotting the Ponzi Scheme" - With the news of Madoff Investment bilking investors out of millions, what are the warning signs that you are being potentially scammed? Click to view the Wall Street Journal link.

"Required Minimum Distributions suspended for 2009" - The IRS rule that requires IRA and retirement plan participants to take mandatory withdrawals will be temporarily suspended for 2009. This legislation has passed in both the house and Senate, and is to be signed by the President shortly. Additional details will follow.

"What to do with your old IRS documents?" - Here is the link to the official IRS webpage concerning how to maintain your IRS documents. Do you need to keep everything? Or, can you destroy some documents? Click, and take a look for yourself.

"Letter to Old Mission Clients" - Market commentary letter to Old Mission Clients.

"Fidelity Letter to Customers" - Fidelity provides a short letter to customers, and clients.

"Fidelity addresses their participation in Treasury Program for Money Markets" - Fidelity participates in the US Treasury Money Market Guarantee Program. Comments and letter from Fidelity are attached.

"Fidelity Q and A concerning Money Market Funds" - Fidelity Investments provides answers to many common questions concerning their money market funds during this time period.