First Meeting Integrating Tax Strategies & Estate Law Recent Publications We invite you to view some of our recent presentations, articles and speeches on current investment topics of relevance to our clients.   Asset Allocation: Meet Dr. and Mrs. Mertz (PDF)   Reasonable Market Expectations for 2005 (PDF)   Asset Allocation: Meet Drs. Frank & Edna Vet (PDF)   Investment markets: a review of the past year; expectations for 2005 (PDF)   Using asset class diversification to improve investment returns (PDF) You will need Adobe Acrobat Reader to view these publications.
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