October 2011: 401(k) Rollovers

Dear Clients and Friends,

The sun has finally come to San Francisco!  If you're not familiar with the pattern of seasons here in SF, we have finally entered our sunny and warm fall season.  It's a relief after our extremely cold and foggy "summer".  In addition to the wonderful weather, I have additional good news to report.  If you haven't already heard, my lovely wife Colleen is pregnant with our first child!  She is due October 18th and we couldn't be more excited!  We've been busily nesting, arranging, preparing and simplifying our home in preparation for the coming whirlwind of activity.

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