Branch Manager
P.O. Box 5238
Potsdam, NY 13676
toll free: 800-722-0226
fax: 315-268-0212
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
- We have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact us if you have questions.
- Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.
Municipal Bond Monthly (pdf)
Portfolio Management Group (pdf)
Monday Morning Musings (pdf)

