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The Investment Train: Choosing the Right Track to Retirement strives to strip away trendy investment advice to offer back-to-basics financial information. Its goal is to help readers make sure they have enough “gold” for your golden years. All it takes is solid planning and the courage to stick with your strategy even when “chic” investment temptations stare you in the face.
The stock market’s incredible rise during the 1990s made it easy for almost anyone to make money. That investment euphoria led both professionals and amateurs to take a great deal of risk in their portfolios, often following one fashionable investment after another. When the bubble burst those people lost an incredible percentage of their portfolios.
However, those who created their plan and stuck with it limited their losses.
“I wrote this book with two audiences in mind,” said the author Joseph Curatolo, who is also president of Georgetown Capital Group. “First, for the do-it-yourself investor seeking insight on creating a plan, and second, for someone who wants to learn how to maximize their relationship with their financial advisor.”
The Investment Train takes a step-by-step approach to help people evaluate their current financial situation, calculate how much money they will need in retirement, determine how much risk they want to take and then provide the appropriate investment plans.
“In this day and age where a well thought out retirement plan is critical (this book) is a great engine to start the planning process,” said Jim Ruff, president of Oppenheimer Funds Distributors.
The book also provides insight on help with minimizing tax implications, proper insurances and strategies for withdrawing money from a retirement account.
“This is a must read for anyone interested in achieving their financial goals,” said Kevin Myeroff, financial commentator for WKYC-TV in Cleveland. “Joe has a way of taking complex issues and explaining them in laymen’s terms.”
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©2009 Georgetown Capital Group. All rights reserved. 5350 Main Street, Williamsville, NY 14221, 800.648.8091 |
Securities and Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Georgetown Capital Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.
This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, AZ, CA, CO, CT, DE, FL, GA, IN, IL, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
5350 Main Street , Williamsville, NY 14221
Phone: 716-633-9800 Toll Free: 800-648-8091 Fax: 716-633-9789
Email: info@georgetowncapital.net
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