8/1/13 – Saratoga

For 150 years, dolled-up ladies and sharp-dressed gents have celebrated a slice of Americana and flocked to Saratoga racecourse in upstate New York to watch some of the greatest athletes in the world compete for millions of dollars in prize money. Not a bad place to be on a warm summer day. Now from an [...]

By | 2013-08-01T19:39:42+00:00 August 1st, 2013|Client Conversations|0 Comments

Fill The Gap

I have been asked numerous times by people transitioning into retirement: “Why purchase anything more than Medicare parts A and B?”  The underlying philosophy behind this approach is why pay for unnecessary insurance when I am healthy.  I respond by asking, “Do you own life insurance, disability insurance, property and casualty insurance, and an umbrella [...]

By | 2013-08-01T19:38:19+00:00 August 1st, 2013|Client Conversations|0 Comments

BAM Newsletter Q2 2013

July 11, 2013 Dear Client: It's a pleasure to send your second quarter 2013 (Q2) performance report and statement of management fees.  We believe key to our performance was maintaining our US focus while avoiding emerging markets and long-duration bonds.  We plan to continue this strategy moving forward. US stocks posted gains, hitting all-time highs [...]

By | 2013-08-01T12:44:44+00:00 August 1st, 2013|Bennington Blog|0 Comments