Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Peter Hussey's Big 12 Standards of Investing:
1. Live simply now, so you can simply live later
2. Never carry credit card debt
3. Keep six months of expenses in the bank - plan for the unplanned
4. Think long term – ten years or more
5. Do not retire too early – work until at least 66
6. Take full advantage of pensions and tax deductible plans
7. Buy dividend paying securities and do not be a trader
8. Keep emotions out of investing and do not procrastinate
9. If you do not understand it – do not own it
10. Hire an Advisor to identify your needs
11. Create lasting wealth and Legacy – do it slowly
12. Don’t let your money own you
Also, Peter is on the radio now!! Please see below for information on Peter's shows:
WHAZ 1330 AM (Capital District), 97.3 FM (Capital District), 94.7 FM (Glens Falls), 104.1 FM (Vermont) and 97.5 FM (Bennington): Every Wednesday from 4:30pm - 5:00pm (replayed on Saturday from 1:30pm - 2:00pm)
WGY 810 AM: Every Saturday morning from 5:30am - 6:00am and Sunday evening from 6:00pm - 6:30pm
Newsletters
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.