Emerson Investment Management

Fourth Quarter Commentary:  A Transition Year Sets the Stage for Growth - Q4 11
This has been a turbulent year for the global markets with unsettling economic and political news.  Yet, in the midst of all the volatility and global economic concerns, Emerson’s investment team sees legitimate reasons for stronger investment returns in the year ahead.  Click here to read more.

2011 Wealth Management Advice Series - Q4 11: Identity Theft - By By Kathleen Sablone, J.D., Wealth Strategist

Third Quarter Commentary:  Will a Tangled Global Picture Trump Improving Company Fundamentals? - Q3 11
September was a challenging month for global financial markets, capping a very difficult third quarter of 2011.  While the quarter was weaker than we anticipated, at current valuations we are optimistic about the potential returns for securities as the macroeconomic challenges give way to the improving microeconomic picture.  Click here to read more.

Special investment white paper from Director of Investments, Paul Tryon, CFA: Emerson’s Four Cornerstones to Balance Investment Opportunities & Risks

2011 Wealth Management Advice Series - Q3 11: Estate Planning for Your Children - By Kathleen Sablone, J.D., Wealth Strategist

Second Quarter Commentary:  "Oil, Japan & the Fed" - Q2 11
The second quarter of 2011 was not an easy one for the financial markets in the United States or globally, but most asset classes did end on an upbeat note and remain in positive territory for the year.  However, a big question remains:  if the U.S. economic expansion has stalled, can financial markets keep generating strong returns?  Click here to read more.

2011 Wealth Management Advice Series - Q2 11: Planned Giving Options- By Kathleen Sablone, J.D., Wealth Strategist

First Quarter Commentary:  "Headwinds & Tailwinds: Navigating in Uncertain Markets" - Q1 10
Emerson employs an economic cycle approach to assess current market conditions and to identify assets that will perform best as the cycle evolves.  This cycle is affected by certain “headwinds and tailwinds”.  At Emerson’s March 2011 Investment Summit we presented our view on the current economic cycle, the factors affecting the cycle and the specific investments which should perform best during the expansion phase of the financial cycle.   Click here to read more.

2011 Wealth Management Advice Series - Q1 11: Selecting an Executor - By Kathleen Sablone, J.D., Wealth Strategist