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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. 

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

Alsworth Capital Management - Fourth Quarter 2016 Investor Presentation

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

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

Client Letter: 2016 Year End Review & Adjustments for 2017

Submitted by Alsworth Capital Management, LLC on January 17th, 2017

2016 Year End Review & Adjustments for 2017

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Client Letter: Ending of 2016 and the Trump Honeymoon Rally

Submitted by Alsworth Capital Management, LLC on December 9th, 2016

As of this writing, the US stock market has continued an upswing following the victory of President-Elect Donald Trump.  The stock market has embraced the notion that the businessman President will be singularly focused on the economy and that he will help drive economic growth.  Just as surprising as the Trump presidential win, was the fact that Republicans took control of both house

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Client Letter: Post Election Thoughts

Submitted by Alsworth Capital Management, LLC on November 16th, 2016

A Recap:  Donald Trump is now the President-Elect, ending an incredibly divisive campaign with the biggest political upset in U.S.

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Alsworth Capital Managment - Third Quarter Investor Presentation

Submitted by Alsworth Capital Management, LLC on November 8th, 2016

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

Client Letter: Third Quarter 2016 Review – Trump v. Clinton, Will the Markets Get Spooked?

Submitted by Alsworth Capital Management, LLC on October 24th, 2016

As we look back on the last three months, what stands out is how quiet financial markets were during the summer, despite a new government being installed in the United Kingdom (post BREXIT), an unsuccessful coup attempt in Turkey, and despite the circus freak show of a presidential campaign we have been forced to endure.  In September, market fluctuations picked up a bit, but they were spr

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Corning, New York
14830 United States

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