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October 2001

• A Note to Our Clients
• New Educational IRA for 2002
• Determining if Markets Are Overvalued or Undervalued:
  The Fed Model
• BWFA and APLFCU:
  Financial Planning Services Complemented by the Benefits of Credit Union Membership

August 2001

• College Savings with Tax Deductions
• Tax Law Changes: How Can They Benefit You?
• Beware: Brokers Offer New Program
• Monte Carlo (Mount Charles?) Sensitivity Analysis:
  A New Tool at BWFA
• APL FCU and BWFA Team Up

April 2001

• Enlightened New IRA Rules!
• Probability of Gains Within the Year Is High
• Shall We Make a Midcourse Correction or Abandon Ship?

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