Click on an article below to get more information on a subject you're interested in.
Investments
The basics of investing - This report covers what every investor needs to know to help them put together a portfolio that can help them reach their goals.
Stock Market History - This report comes from Ed Easterling and Crestmont Research. You will learn why profits are important and why price earnings ratios are important when lookiing at the macro investment environment.
Report on the importance of diversification - This report covers diversification and why it's important to your portfolio. This report has been prepared by our partner Genworth Financial.
Watch our video on sailing and rowing in investments - Sometimes it makes sense to go with the wind and other times the wind is in our face. Learn how this works in investments with this short video.
Personal Planning
Special report on asset protection Learn what asset protection is and why it's important for families. Some assets can be insured and others need planning. The difference is an important one to understand.
Special report on basic estate planning - Estate planning involves both financial and non-financial issues. Understanding what the issues are a who the professionals are that can help is containted in this report.
Special report on basics of retirement planning - This report covers what you will need for retirement, some ways to save for retirement and different investment options you might have available.
Financial tips for snowbirds - A Wall Street Journal article where Jason Heller from our Albany office is quoted on steps you should take. If you move back in forth from the North to warmer climates in the South or West you should read this article.