March 2006
The theme of this month’s newsletter is: Cruise Control. When you are driving on a long journey, there are
times when it is OK to look around you. Enjoy the scenery. Take stock of where you are and look forward to
what is ahead. As your advisors, we want you to feel comfortable that your plan is on cruise control. While we
have both hands on the wheel, we want to work with you to look around and take stock of what can be done
to have the investment plan work well in conjunction with the other major components of your financial plan.
We are celebrating the third anniversary of the end of the historic three-year bear market that began in March
2000 and ended just as the war in Iraq began in March of 2003. These are six years of our lives that will easily
be remembered. What will the next six years bring? That is, of course, impossible to gauge with absolute
certainty.
There are, however, predictable events for which we can prepare. Annually, it may be income tax preparation.
Once in a lifetime, it is estate planning. In investments, it is the cycles of income, gain and loss. Let’s make
2006 the year of taking stock and getting your plan tightened down that next notch. Do we have copies of all
your recent tax returns? Do we have copies of your powers of attorney and trusts? Do you have up-to-date
documents? Do all the people who should know have access to the important parts of your plan?
Our recent transition has made more of these services available at our office. We now have an IRS Enrolled
Agent, James Naradzay, as part of our team. John Ryan of the Ryan and Copolla law firm now has an office at
Robert Fulton Drive in Reston. Our commitment is to provide an easy way for you to have more and more of
your financial life well planned, integrated and documented. We know how good it makes us feel to be able to
easily retrieve your important papers and information from our secure servers. We want you to have that
same feeling.
1801 ROBERT FULTON DRIVE • SUITE 560 • RESTON, VIRGINIA 20191
PHONE 703-673-7999
• FAX 703-673-7998 • WWW.DOMINIONWEALTH.COM