Emerson Updates

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.

 

A Fresh Look at Asset Allocation: 2014 and Beyond – By Paul A. Tryon, CFA, Director of Investments

Top Five Reasons You Need a Will - By Kathleen M. Sablone, J.D. Director of Planning

Planning Your Financial Future – By Kathleen M. Sablone, J.D. Director of Planning

Themes Underlying a Stock Renaissance – By Paul A. Tryon, CFA, Director of Investments

Is Your Estate Plan Complete  – By Kathleen Sablone, J.D., Director of Planning

Safeguard Your Electronic Information – By K.C. King, CFA, CIC, Managing Director

Bond Hunters - What You See is Not What You Get! – by K.C. King, CFA, CIC, Managing Director

Do You Know What Your Taxes Will Be in 2013? – by Kathleen Sablone, J.D., Director of Planning

Identity Theft - by Kathleen Sablone, J.D., Director of Planning

Estate Planning for Your Children - by Kathleen Sablone, J.D., Director of Planning

Planned Giving Options - by Kathleen Sablone, J.D., Director of Planning

Selecting an Executor - by Kathleen Sablone, J.D., Director of Planning

Becoming a Florida Resident Requires More Than You May Realize – by Kathleen Sablone, J.D., Director of Planning

Is Your Estate Plan Complete? - by Kathleen Sablone, J.D., Director of Planning 

Should You Convert to a Roth? - by Kathleen Sablone, Director of Planning