MDNews - Cleveland-Akron-Canton

Continued from Page 22 Left unchecked, that unbalanced portfolio may be too conservative to keep you on track to reach long-term financial goals such as retirement. To help manage market volatility and assess opportunities that might arise, review your portfolio once a year and rebalance your asset allocation if market moves have thrown it off-kilter. In highly volatile markets, you may want to schedule a second yearly review, as well. Asset allocation cannot eliminate the risk of f luctuating prices and uncertain returns. This article was written by Wells Fargo Continued from Page 36 performance data, benchmarking information, fee and expense infor- mation and a glossary of investment related terms. The Department of Labor provides an example of compara- tive disclosures at www.dol.gov/ebsa/ participantfeerulemodelchart.doc. Advisors and provided courtesy of Paul D. Guerra, managing principal at Brookshire Wealth Management, a separate entity in Canton, Ohio. ■ 1 DALBAR, Inc., "2011 Quantitative Analysis of Investor Behavior: Helping Investors Change Behavior to Capture Alpha," March 2011. 2 The S & P 500 is an unmanaged weighted index of 500 stocks providing a broad indicator of price movement. Past performance is not indicative of future results and individual investors cannot directly purchase an index. Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK- GUARANTEED/MAY LOSE VALUE. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. ©2012 Wells Fargo Advisors, LLC. All rights reserved. The retirement plan fiduciary is responsible to obtain and provide the requisite disclosures. Failure to do so may expose them to professional and individual liability. Martha S. Bethea, CPA, is the managing director in charge of the Medical Practice Management Group of CBIZ/MHM LLC in Akron, Ohio. ■ 38 | Cleveland-Akron-Canton MD NEWS ■ MDNEWS.COM ■ JULY-AUGUST 2012 Continued from Page 31 He points out, "Although all may not share the same faith ideology, all will be answering the call to be a Faithful Servant and help their neighbors who are hurting in this tumultuous time." Primary care or emergency medicine physi- cians who are interested in joining Faithful Servants Care Center, may contact Dr. Meyer at mmeyer@pioneerphysicians.com. ■ ADVERTISERS' INDEX Akron Children's Hospital ................................Inside Back Cover Brookshire Wealth Management ...................33 Brouse McDowell, LLP ........................................22 Buckingham, Doolittle & Burroughs, LLP ...36 CBIZ MHM, LLC ......................................................31 Cleveland Clinic MyPractice Community ......5 HP ...............................................................................37 Independent Physician Solutions ...................17 Krugliak, Wilkins, Griffiths, & Dougherty Co. ..................................................32 Southwest General ..............Inside Front Cover Summa Health System ....Outside Back Cover Summa Western Reserve Physicians, Inc. ....9 Weidrick, Livesay, Mitchell & Burge, LLC ....38 Wells Fargo ............................................................30

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