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We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics.  We post some of that content to this blog for public viewing.  We hope you find the content useful. 

Alsworth Capital Management - Third Quarter 2017 Investor Presentation

Submitted by Alsworth Capital Management, LLC on November 6th, 2017

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

Client Letter – Third Quarter 2017 – This is the Rally That Never Ends

Submitted by Alsworth Capital Management, LLC on October 19th, 2017

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

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Client Letter – Next Steps in Handling the Equifax Data Breach

Submitted by Alsworth Capital Management, LLC on October 16th, 2017

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:

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Client Letter - How To Handle The Equifax Data Breach

Submitted by Alsworth Capital Management, LLC on September 11th, 2017

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.

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Alsworth Capital Management - Second Quarter 2017 Investor Presentation

Submitted by Alsworth Capital Management, LLC on July 27th, 2017

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

Client Letter – International Markets Earn Their Keep

Submitted by Alsworth Capital Management, LLC on July 20th, 2017

Second Quarter 2017 – International Markets Earn Their Keep

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Retirement Plans for Small Businesses

Submitted by Alsworth Capital Management, LLC on June 9th, 2017

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.

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Client Letter: Emotions, Politics & The Market

Submitted by Alsworth Capital Management, LLC on April 26th, 2017

First Quarter 2017 – Emotions, Politics & The Market

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Video: Helpful Life Insurance Advice You Can Use

Submitted by Alsworth Capital Management, LLC on April 21st, 2017

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.

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Alsworth Capital Management - First Quarter 2017 Investor Presentation

Submitted by Alsworth Capital Management, LLC on April 18th, 2017

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

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4 West Market Street
Corning, New York
14830 United States

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Advisory services offered through Alsworth Capital Management, LLC, an independent Registered Investment Advisory firm. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Alsworth Capital Management, LLC and Cadaret, Grant & Co., Inc. are separate entities. 

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