We have published a small sample of the Newsletters that Al Locy, Registered Investment Advisor, has sent to his clients in order for you to have a better indication of the type of service that Al provides to his clients.
July 1, 2008 Newsletter Your July statement will reflect the June 26th and 27th drop in the market of about 450 points, but has started a modest up swing. Had this happened in the middle of the month it would not be as noticeable.
April 21, 2008 Newsletter I SEE THE MARKET STRENGTHENING
Jan 27, 2008 Newsletter Your July statement will reflect the June 26th and 27th drop in the market of about 450 points, but has started a modest up swing. Had this happened in the middle of the month it would not be as noticeable... read more
Jan 16, 2008 Newsletter Alternative Minimum Tax (AMT) update... read more
Jan 15, 2008 Newsletter The Alternative Minimum Tax or AMT was designed in the 1960’s to prevent the very rich from using deductions, credits and other shelters to avoid paying taxes, but it’s income thresholds did not rise with inflation... read more
July 30, 2007 Newsletter You are probably very aware of the recent volatility in the stock market. We must expect a correction like this due to the run-up of the market earlier this year... read more
May 12, 2005 Newsletter, answer questions many of you have been asking about the stock and bond market, your investments and what I think the future of the market will be ... read more
August 10, 2004 Newsletter, just a few words about the StockIBond market. The stock market has been doing nothing this summer, which usually is typical year after year that summers go nowhere ... read more
June 10, 2004 Newsletter, I am writing this newsletter to give you a better understanding of your accounts. Your accounts, unless requested differently are made up of mostly Preferred Stocks. As you already know these Preferred Stocks react with the bond market, ... read more
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