Lockwood Financial will donate 50% of its advisory revenues on new accounts and contributions to existing accounts for the rest of 2001 to the Red Cross. The donation will be made for the benefit of the surviving families of the terrorist attack. The firm also believes that the current market downturn will be over soon.
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McHenry Consulting Group's 401(k) conference on account aggregation and online investment advice will go on as planned. It is scheduled to take place in Boston on October 24 and 25th. Ward Harris, McHenry's founder and principal, is serving as chairman.
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