11/18/2009 Historical Post

From: Dale BEALS Financial Wisdom LLC <dbfwllc@me.com>
Subject: Fwd: bloomberg article
Date: November 18, 2009 4:02:54 PM CST

Dear client and friends,

I thought you would enjoy the attached article from Bloomberg Magazine talking about the changes in the financial industry. Investors are leaving traditional banks and brokerages in droves for independent Registered Investment Advisors…. like us!
Thanks,
Dale

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