Publications

Too much concentration?

by Merrill Anderson - Park National Bank [More Info]

Despite the proven risk-reducing benefits of diversification, many portfolios are underdiversified. A concentrated stock position is natural for the f

Access : For Affiliate
Pages : 2
Category : Wealth Management

Cost : Free
Date Published : 2006-05-13

Learning to live with risk

by Merrill Anderson - Park National Bank [More Info]

People who are averse to risk often consider cash investments such as money market funds and CDs to be worry free, “safe” investments. But ever-pr

Access : For Affiliate
Pages : 2
Category : Wealth Management

Cost : Free
Date Published : 2006-04-13

The fine art of rebalancing your portfolio

by Merrill Anderson - Park National Bank [More Info]

Your asset allocation decision establishes the percentages of your portfolio dedicated to various asset classes—stocks, bonds, cash and, perhaps, ot

Access : For Affiliate
Pages : 2
Category : Wealth Management

Cost : Free
Date Published : 2006-03-13

Q & A: Planning for required IRA withdrawals

by Merrill Anderson - Park National Bank [More Info]

There’s a fundamental rule that applies to tax-favored retirement plans such as IRAs: At some time tax deferral must end and distributions begin. To

Access : For Affiliate
Pages : 3
Category : Wealth Management

Cost : Free
Date Published : 2006-02-27

An Introduction to Estate Planning

by Jeremiah W. Doyle, IV, Esq. [More Info]

Many people have questions about estate planning. From the importance of writing a will to the pitfalls of probate and the basic estate plan for marri

Access : For Affiliate
Pages : 20
Category : Wealth Management

Cost : Free
Date Published : 2005-12-29