October 3, 2011
Secure Portfolio Information Online

Did you know that you could see your holdings, access timely news, company research and more, with just a click of a button? LPL Account View is a service that we provide free of charge. It is a safe and effective way to view your portfolio online at your convenience.

Features that you might find beneficial:
• Account summaries
   - Ability to switch easily between accounts
   - View aggregate of all account balances, funds, holdings and transactions
• Transaction Detail
   - View dividends and money market activity
   - Filter and sort transaction detail
• Graphical portfolio views
   - Ability to see multiple views of your account holdings, asset allocation and combined holdings summary
• Market Data Research
   - Explore interactive research tools for stock performance tracking, tip sheets, and related news articles
   - Research total return, risk, holdings for your investments

We would be happy to give you a demonstration of the LPL Account View system and the depth of resources that you have available, or you can access a great demonstration online at your convenience.

It would be our pleasure to take you on a guided tour. Contact Jennifer Shuhay, our Client Relations Coordinator, to schedule an informational demonstration of how you can use LPL Account View. Or you can go to our website at www.nothelfermorrone.com and click on Client Login in the upper right corner, then select "Take the Demo Tour".

August 12, 2011
Mary, Jack and Rob recently attended focus11, a leading financial services industry conference hosted by LPL Financial.

Held in Chicago, August 7-10, focus11 remains the industry's premier sales and education event. Approximately 5,000 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas and network with peers and industry experts.

The speakers included Condoleezza Rice, 66th United States Secretary of State; Michael Eisner, former CEO of The Walt Disney Company; and Sir Ken Robinson, author of Out of Our Minds.

Additionally, through the hundreds of business sessions, LPL Financial advisors gained valuable knowledge to help them continually improve the service they offer to clients and operate their independent practices more efficiently.

Bill Dwyer, president of National Sales and Marketing for LPL Financial, noted that the conference's theme, A Focus on the Future, speaks to the current economic outlook and its opportunities and challenges for advisors and their clients: "Our enduring mission at LPL Financial is to support our independent advisors as they help their clients reach their life goals. We believe our ability to enable the delivery of objective and conflict-free advice through trusted local advisors is critical in this ongoing effort."

Unlike many brokerage firms, LPL Financial does not develop its own proprietary investment products, so the unbiased advice given by its advisors is based solely on individual client needs.

June 22, 2011
Katie Wells Appointed to Penn State Alumni Council

Join us in congratulating our Operations Assistant, Katie Wells, on her recent appointment to the Penn State Alumni Council. The Alumni Council is an all-volunteer governing body that guides and directs policy for the Penn State Alumni Association. The council determines strategies and programs to be carried out by the Alumni Association staff.

Katie is a 2003 graduate of Penn State Berks. She previously served on the Council as the President of the Penn State Lehigh Valley Alumni Society and was a member of the Volunteer Support Committee.

Many of you have interacted with Katie here at NothelferMorrone as she helps implement your financial strategies from an Operations standpoint. We appreciate her hard work and skills, and we know the Penn State Council will too!

June 18, 2011
2011 Miracle League Night at the Park

Let's play ball! On June 18th, NothelferMorrone hosted a night at the ballpark in support of the The Miracle League of the Lehigh Valley. Hundreds of our clients, family and friends gathered to enjoy hot dogs and hamburgers under the pavilion before the game. Later, we all cheered on the baseball players while the Nationals played the Cubs. Jack's sons, Anthony and Dominic, play on the Nationals, one of 14 Lehigh Valley Miracle League teams.

The Miracle League of the Lehigh Valley was founded in 2006, dedicated to providing children with special needs and other developmental disabilities an opportunity to play baseball. The Schnecksville, PA field is a state of the art baseball complex with a cushioned synthetic turf to prevent injuries and easy mobility around the bases without obstruction. Everything in the park is wheelchair accessible.

The Miracle League has been an important part of our community. For more information about the League you can go to www.miracleleaguelv.org.

May 17, 2011
2011 Caring and Connecting Event

Our First Annual Caring and Connecting Event was hosted at the NothelferMorrone office on Tuesday, May 17. The concept for the event arose from the passion of NothelferMorrone owner, Mary Nothelfer, to help others.

"We have a group of women who get together socially regularly", said Mary. "They enjoy an evening out with other women where we have lots to talk about while having a bite to eat. Thinking about the caring spirit that resides in each of them, I came up with the idea to expand and gather the group in a way that allowed them to collectively give back. I made the choice to try to connect some of the women I admire, with a cause I knew they would embrace."

More than 30 women attended the event, which benefited Turning Point of the Lehigh Valley. Turning Point of Lehigh Valley is a safe place where victims of abuse and their children can find refuge. They provide services in Lehigh and Northampton Counties to more than 5,000 victims of domestic violence each year. Their mission is to work toward the elimination of domestic violence; increase community awareness of the problem; and empower victims of domestic violence by providing shelter and support services.

To learn more about how you can make a difference, please visit the Turning Point website at www.turningpointlv.org.

May 13, 2011
PICPA Volunteer Service Award Presented to Jack Morrone
Please join us in congratulating Jack Morrone on being awarded the Lehigh Valley Chapter 2011 Volunteer Service Award. Jack received his award at the annual meeting of the Pennsylvania Institute of Certified Public Accountants (PICPA) on May 13, 2011 at the Iron Pigs Game.

The award is given to volunteers who have made outstanding contributions to the chapter, profession and in the community. Jack is a member of the PICPA Personal Financial Planning committee, sits on the executive committee of the Lehigh Valley Chapter, and has been a key promoter of the Annual Lifepath/PICPA Thanksgiving luncheon.

PICPA is a professional association of more than 20,000 CPAs working together to improve the profession and better serve the public interest. Membership includes practitioners in public accounting, industry, government, and education.

April 2, 2011
Financial Planning, Guardianship, Special Needs Trusts and Protecting our Children's Inheritances
Jack Morrone was recently a speaker at the Eastern Pennsylvania Down Syndrome Center Conference. The well being of those with Down syndrome, their loved ones, and the network of people with whom they interact, was the focus of the 10th annual event, held at DeSales University on Saturday, April 2.

Jack presented ideas on how to provide financially for a person with disabilities. Not only was he able to provide valuable strategic ideas on how to protect and provide for Special Needs children, but he was able to share personal stories as well.

The Eastern Pennsylvania Down Syndrome Center is dedicated to the physical and mental well-being of all persons with Down syndrome and their families.

March 30, 2011
Mary Nothelfer Attends LPL Financial Top Advisor Conference
Mary recently attended the March 2011 SUMMIT conference in Hawaii, an event organized by LPL Financial, and restricted to less than two percent of the leading financial advisors affiliated with the firm.

The annual event, held this year from March 25-29, provided an elite group of financial advisors with the opportunity to attend meetings focused on how to continue to best serve their clients, receive latest insights and intelligence on market and economic conditions and interact with other leading financial services industry professionals throughout the country.

March 22, 2011
Lehigh Valley SUITS ’11 presents Jack Morrone with its Financial Services Award
At a celebratory event held at Daniels BMW on Tuesday, March 22, the winners of the Fifth Annual Lehigh Valley SUITS awards were announced. Our own Jack Morrone was presented with a Crystal Signature Award in the Financial Services Category.

SUITS Awards are given in nine service sectors honoring Lehigh Valley business professionals who demonstrate real horsepower in their service industry. After a nomination process, a winner is chosen by a panel of judges based on evidence demonstrating a higher standard of quality of service.

This award program is a benefit for Equi-librium, a regional non-profit organization that provides therapeutic riding programs to children, youth and adults with a variety of special needs. You can learn more about Equi-librium by visiting their web site at http://www.equi-librium.org.

March 16, 2011
Financial Planning for a Disabled Family Member
Jack Morrone spoke with the Multidisabilities Parent Support Group from the Carbon Lehigh Intermediate Unit on March 16, 2011 to discuss the challenges of financial planning for families with a disabled family member. Jack presented ideas on how to provide financially for a loved one later in life, given the many unique circumstances these families face.

Jack was able to speak from the heart about this topic as the father of two mentally retarded children. He has a desire to help ease for others some of the lack of resources he and his own family have experienced. It is his personal mission to assist individuals with Special Needs and their families with the complexities and intensities of living.

The Multiple Disabilities Parent Support Groups address the concerns of parents who have children with multiple physical disabilities. Visit www.cliu.org for more information.

January 15, 2011
Great News to begin 2011 - Rob Earns His CFP®!
Congratulations to NothelferMorrone’s Wealth Advisor, Rob Pretopapa, for passing the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination. The certification is awarded upon the successful completion of a comprehensive two-day, 10-hour examination that tests the ability to apply financial planning knowledge in an integrated format. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. The CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks are the most recognized financial planning marks in the world. Unlike an educational designation offered by a college or university, CFP® certification is based on independently established public interest standards.

The CFP® credential is an impressive step in Rob’s career and we continue to be honored to have him working with us at NothelferMorrone.

July 31, 2010
NothelferMorrone Attends 2010 National Conference
Mary and Rob recently attended focus10, a leading financial services industry conference hosted by LPL Financial. Held in Boston from July 28 to July 31, 2010, focus10 was one of the industry's largest gatherings of independent financial advisors, and remains the industry's premier sales and education event.

Approximately 4,500 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends.

The speakers included Bill Clinton, 42nd President of the United States; Jack Welch, former chairman and CEO of General Electric; and Benjamin Zander, conductor of the Boston Philharmonic.

Additionally, through the hundreds of business sessions, technology training sessions and continuing education classes at this event, LPL Financial advisors gained valuable knowledge to help them continually improve the service they offer to clients and operate their independent practices more efficiently.

Bill Dwyer, president of National Sales and Marketing for LPL Financial, said, "The theme of our focus10 event, A Focus on the American Dream, clearly resonated with the current mood of Main Street U.S. investors. Supporting our independent advisors as they help their clients achieve the American Dream on their terms remains our overarching mission at LPL Financial."

July 7, 2010
LPL Account View
With LPL Account View you can see your account activity anytime 24 hours a day, 7 days a week, have identity theft protection with a confidential User ID, and environmental participation by opting for paperless statements. Three benefits from one service!

Account View can be easily accessed through the home page of our website. Online, and at no cost to you, you can obtain information that is consistently refreshed (intraday for securities and daily for mutual funds, for instance).

If you would like to register, please call Sandy at (610) 437-3500 and we will get you signed up to access your accounts now.

June 16, 2010
LPL Financial Account View Users Need to Change Passwords by June 24, 2010
LPL has made some recent security enhancements to LPL Account View that will further protect your personal account information. You will be prompted to change your password when you log in to LPL Account View. If you do not log in and create a new password by June 24, your old password will expire and you will need to follow the new temporary password procedure. Please make sure that your email address is updated and accurate in LPL Account View as soon as possible by clicking on the My Profile tab located in the upper right-hand corner of Account View.

June 1, 2010
The Journey by Janet Kidd Stewart, Tribune Newspapers
The Chicago Tribune interviews Jack on the topic of managing your portfolio's risk level through retirement. Read Full Story

June 10, 2010
Jack Presents to Local Kiwanis
On Wednesday, May 26., Jack spoke with the Kiwanis Club of Parkland Area at Morgan's Restaurant in Allentown. His presentation addressed retirement and the trend of diminishing returns.

Jack will also be presenting this topic to the Kiwanis Club of Palmer Township at Williams Restaurant in Palmer Township on Wednesday, June 23 at 7:00 a.m.

Please let us know if you would like Jack to speak at your local club or organization.

May 27, 2010
Moving Day
Our official moving day to 1605 N. Cedar Crest Boulevard was Thursday, May 27 and we are happy to be posting this update from our new location. Weeks of preparation laid the foundation for a smooth transition for everyone. With secure wireless Internet, Jack was able to manage portfolios even during the 3-day move! Thanks to our entire NothelferMorrone team and our vendors for making this an easy move.

May 6, 2010
Verizon Announces Reduction-in-Force
Recently, Verizon notified the CWA and IBEW that they are declaring a surplus of approximately 12,000 employees across the Northeast, Mid-Atlantic and Potomac areas. Read Full Story

April 15, 2010
Nationally Renowned Financial Publication, InvestmentNews, Brings our own Jack Morrone to Chicago as Expert Speaker and Panelist
InvestmentNews will host the The InvestmentNews 2010 Retirement Income Summit at the Westin Chicago River North on May 3rd and 4th, 2010 in Chicago, Illinois. Read Full Story

March 24, 2010
Jack to appear on Laurie Siebert's WDIY Radio Show
Jack will be joining Laurie Siebert, the host of Your Financial Choices, on March 31st from 6 to 7 pm. Ellen Hunt, the Administrative Director of ARCH of the Lehigh Valley, will also join the show to discuss the topic of "Financial and Life Decisions with Special Needs Children - Taking Care of You and Them." Read Full Story

January 10, 2010
Mary Nothelfer Named Barron's Winner
Mary has once again been selected to be honored in the Barron's Winner's Circle. She was recognized in their Top 400, a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in "best practices" of wealth management.
Congratulations Mary!

January 4, 2009
Mary Nothelfer Attends Barron's Winner's Circle Top Women Advisors Summit
Mary attended the third-annual "Top Advisors Summit" hosted by Barron's Winner's Circle, which promotes best practices in the industry and the value of advice to the investing public. Read Full Story

January 1, 2010
NothelferMorrone is on the Move!
On Tuesday, June 1, 2010 our new office location will be 1605 N. Cedar Crest Boulevard, Suite 515, Allentown, PA 18104. Our phone, fax, and e-mail will NOT change. Visit our new offices soon!

January 1, 2010
The New 2010 Roth IRA Conversion Opportunity — Is it Right for You?
In 2010 the income limit on Roth conversions will become extinct, so that anyone, regardless of their Adjusted Gross Income, can convert from traditional IRAs to Roth IRAs. Read Full Story