Emerson Investment Management

Communication and education are key in a relationship with Emerson.  We believe it is a continual, consistent process and it is our responsibility to share information with our clients. We do this by sending regular "Emerson Update" communications, which encourage transparent and informative information sharing with our client. The subject of these communications varies and cover many subjects:  subject specific or investment focused articles, news about what is happening at Emerson, responses to current events and even commentaries and interviews with the members of our Investment Strategy Committee.  Below is a sampling of our recent "Emerson Update" communications.   

2011

Identity Theft - by Kathleen Sablone, J.D., Wealth Strategist

Season's Greetings from Emerson - from Brad Gardner, President & Managing Director

2011 Tax Letter - by K.C. King, Managing Director

Staying Focused in Volatile Markets - by Stacy Reinhart, Managing Director

Emerson’s Four Cornerstones to Balance Investment Opportunities & Risks- by Paul Tryon, CFA, Director of Investments

Estate Planning for Your Children- by Kathleen Sablone, J.D., Wealth Strategist

Low Sentiment Can Drive Higher Returns- by Paul Tryon, CFA, Director of Investments

Global Markets Flinch, Corporate America Stands Tall- by Paul Tryon, CFA, Director of Investments

Planned Giving Options- by Kathleen Sablone, J.D., Wealth Strategist

The Debt Ceiling - by Paul Tryon, CFA, Director of Investments 

Selecting an Executor- by Kathleen Sablone, J.D., Wealth Strategist

Mark C. Hargrave, III Joins Emerson - announcement from Brad Gardner, President & Managing Director

2010

The 2010 Tax Act: What does it mean for you?- by Kathleen Sablone, J.D., Wealth Strategist

The Other Piece of the College Funding Puzzle - by Gregg Cohen, President of Campus Bound

Becoming a Florida Resident Requires More Than You May Realize- by Kathleen Sablone, J.D., Wealth Strategist

Mr. King Goes to Washington - by K.C. King, CFA, CIC, Managing Director

Are you one of the 6,571? - by Meghan DeTore, Marketing Director

Is Your Estate Plan Complete?- by Kathleen Sablone, J.D., Wealth Strategist

Should You Convert to a Roth?  - by Kathleen Sablone, Wealth Strategist

A Conversation On Stocks with Paul A. Tryon- by Paul Tryon, CFA, Director of Investments

Introducing Emerson's "Key Keeper" - by Bradford Gardner, President & Managing Director