Emerson Updates

Communication and education are key in a relationship with Emerson.  We believe it is a continuous process and our responsibility to share information with our clients.  We do this by sending regular “Emerson Updates” covering a variety of subjects including: investments and the financial markets, responses to current events and Emerson happenings.  Below is a sampling of our recent “Emerson Updates.”  Click here (info@emersonim.com) to receive these communications by email.  Click here to learn more about The Emerson Investment Team.

 

A Bleak Start, but Not 2008 All Over Again: Firmer Financial Footing in the US Makes This Time Different – By Dave MacDougall, CFA, Portfolio Manager

What a Difference: The Case for Long-Term Investment Time Horizons – Emerson’s Investment Team

Major Changes to Social Security for Married Couples – By Kathleen M. Sablone, J.D. Director of Planning

Zero Interest Rates: The End is Nigh – Emerson’s Investment Team

Predictably Irrational: A Look at Recent Weaknesses and Opportunities – Emerson’s Investment Team

The Case for Investing in Gold – Emerson’s Investment Team

Don’t Forget About ChinaEmerson’s Investment Team

Situation Worsens in GreeceEmerson’s Investment Team

Opportunities in International MarketsEmerson’s Investment Team

Fear vs. Fundamentals – By Paul A. Tryon, CFA, Director of Investments

Rhode Island Estate Tax Exemption – By Kathleen M. Sablone, J.D. Director of Planning

Is the Stock Market Rigged?  High Frequency Trading – By Brad Gardner President & Managing Director

Understanding Securities Litigation Notices – By Mary-Ann Calcagno

Washington Politics: We’ve Seen This Movie Before – By Paul A. Tryon, CFA, Director of Investments

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