December 2001
Dear Fellow Patriot:
We end this year with sad remembrance of those who perished on a clear September morning. Our minds struggle with the conflicting desire to both forget the painful images and remember those who have fallen.
Our leaders have responded to the crisis with a curious mix of solemnity and absurdity. While imploring us to never forget the victims, we have been charged with the responsibility of expressing our true patriotism by spending, spending, spending!
At the same time, the Economic Stimulus Bill has become a victim of partisan politics. We are reminded of the age old adage the more things change, the more they stay the same.
The year has not been without changes for Terry, Lockridge & Dunn. We are pleased to announce effective January 1, 2002, Paula Rogers, Kimberly Vine, Rhonda Andrews and Todd Helle have been admitted as equity members of the firm. Their combined forty-six years of experience and commitment to excellence is greatly appreciated.
The growth of the firm has brought about other changes. I will assume the position of Director of Financial Advisory Services. After twenty-five years of focusing on tax related issues, I will now spend more time in the areas of financial and investment planning. Of course, you can still count on me to keep an eye on Congress and the tax laws for every legitimate way to minimize your taxes.
We hope you have enjoyed the holidays. May the coming year find you and your loved ones grateful for all the blessings we are fortunate enough to take for granted.
Best regards,
Timothy F. Terry
TFT/lsn