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

Your family’s business: Transition planning

by Merrill Anderson - Park National Bank [More Info]

Very often a retiring founder's chief concern is how to orchestrate the conveyance of a successful business while, at the same time, keeping peace in

Access : For Affiliate
Pages : 2
Category : Trust and Estate Planning

Cost : Free
Date Published : 2006-05-10

Family financial security with a living trust

by Merrill Anderson - Park National Bank [More Info]

Investing and managing your various assets wisely are but means to a very important goal: financial security for yourself and your family. There are m

Access : For Affiliate
Pages : 2
Category : Trust and Estate Planning

Cost : Free
Date Published : 2006-04-25

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

Q & A: What you need to know about the AMT

by Merrill Anderson - Park National Bank [More Info]

For some months now, Congress has been debating the extension of certain tax breaks, such as the lower long-term capital gains and dividend rates. As

Access : For Affiliate
Pages : 2
Category : General

Cost : Free
Date Published : 2006-04-12