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Reconciling the two bills will require compromise on some key features. See this chart, provided by PIMCO Funds for a nice summary.

See Chart

Alsworth Capital Management - Third Quarter 2017 Investor PresentationMarket & Portfolio Strategy Review, please click HERE

There is a popular adage in investing, “Sell in May and Go Away!”  The idea is that you should sell your stocks May 1st and ignore the markets until November 1st when you get back in the market.  It happens to coincide with a time frame when many professional institutional traders go on vacation and investors are busy with summer plans.  Since the 1950’s, the va

We sent out a letter directly after the Equifax Data Breach providing some background on the problem.  We also recommended in the letter that you consider adding a security freeze on your credit accounts with each of the three main agencies.  If you lost that letter or have now decided to go ahead with the security freeze, here are the phone numbers again, to make the election:

You no doubt have heard about the Equifax data breach.  News of the breach coincided with the formation of Hurricane Irma, so you may not have given it much priority.  It is estimated that 143 million Americans could have been impacted by the breach, affecting nearly everyone that has a credit file.

To see our Market & Portfolio Strategy Review, please click HERE

Second Quarter 2017 – International Markets Earn Their Keep

The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.

First Quarter 2017 – Emotions, Politics & The Market

At Alsworth Capital Management, we can run the projections to determine how much your family would need to maintain their standard of living, how much they would have available to them and how much of the shortfall would need to be covered with Life Insurance.