806, 2015

Welcome to Summer… 2015 update.

By |June 8th, 2015|Uncategorized|

Friends:                                                                                                                         June 2015

Summer is finally here and we hope you are well. We are looking forward to the second half of this year […]

2003, 2015

Social Security: How Much will you Receive?

By |March 20th, 2015|Uncategorized|

Social Security: How Much Will You Receive?
Social Security benefits are a major source of retirement income for most
people. When you begin taking Social Security greatly affects the size of
your benefit.
Your Social Security retirement benefit is […]

1303, 2015

Colwyn President Sterling Jack cited in recent article.

By |March 13th, 2015|Uncategorized|

Dr. Sterling Jack was recently cited in an article posted by Louis DeNicola, an editor for Cheapism.com.
The article explores the cost of insurance and 12 tips to keep you from buying too much insurance.

How much […]

2002, 2015

Additional Link for some great Financial Calculators

By |February 20th, 2015|Uncategorized|

A friend of Colwyn was looking for some calculators, using the ones we have under our links section and forwarded me the following as an additional resource:


There are some here that we do not have […]

1601, 2015

An Introduction to Alternative Investments by Sameer Jain

By |January 16th, 2015|Uncategorized|

This, from a friend of mine at AR Capital…

The alternative investments universe generally consists of investments outside
of publicly traded real estate, equity and debt. It includes investments ranging
from private commercial real estate, hedge funds and […]

1112, 2014

Maximizing Your Pension with Life Insurance

By |December 11th, 2014|Uncategorized|

If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire. These benefits are generally based on your […]

1112, 2014

Distributions from Traditional IRAs: Prior to Age 59½

By |December 11th, 2014|Uncategorized|

A withdrawal from an IRA is generally referred to as a distribution. If you receive a distribution from your traditional IRA before you reach the age of 59½, the federal government considers this a premature […]

1012, 2014

Unit Investment Trusts: UIT’s

By |December 10th, 2014|Uncategorized|

UITs are SEC-registered investment companies that follow a buy and hold strategy and are sold only by prospectus. Portfolios are professionally selected by the trust sponsor and are designed to follow a stated investment objective, […]

112, 2014

Bonds: easy to understand with the pencil

By |December 1st, 2014|Uncategorized|

Bonds are loans investors make to issuers– corporations, governments, municipalities or other entities– so that those issuers can fund or expand operations. The issuer gets the cash it needs, while the lender earns interest for […]

112, 2014

Delaware Statutory Trust: DST and TIC

By |December 1st, 2014|Uncategorized|

A DST allows investors to own a Beneficial Ownership Interest in a Trust that owns commercial real estate; it is not a real estate partnership. The investor is called a Beneficiary, and receives a proportionate […]