Year-end 2012

By in Quarterly Thoughts
11 years ago
11 years ago 0 1184

Year-end is often a time of reflection and gratitude.  Recent events make that difficult, but not impossible… The Sandy Hook tragedy makes our hearts ache.  But, our hearts will not break, having seen the overwhelming response to the victims’ families and the possibility of the positive changes which may result from the experience.  WealthStep’s mission is to influence and facilitate positive changes in the lives of our clients and in society.  Accordingly, we continue to work diligently and  have made contributions to the following charities on behalf of our clients:

The Red Cross                                              
Berkeley Young Entrepreneurs at Haas
The SPCA                                                   
Chronicle Season of Sharing
Oxfam                                                      
Doctors without Borders
Council for Economic Education (financial literacy)        
Rotary International
Wounded Warrior Project                                    
The Mission Continues
Students Rising Above                                      
Crohn’s & Colitis Foundation of America
Meals on Wheels

We wish you a safe and meaningful Holiday Season.

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.