Blog

Why Not Make Your Next Trip a Volunteer Vacation?

Is your idea of a perfect vacation spending time alone on a beach with a good book? Or would you prefer a more active vacation where you are part of a group, constantly challenging yourself, and using your talents and skills to help others? If the latter sounds more...
Read More

Charitable Gifts of Items You No Longer Need

If you have used clothing, household goods, or a car that you no longer need, you may be able to do good by contributing the property to charity while obtaining an income tax deduction for your charitable contribution. Subject to certain limitations, the amount of...
Read More

Can You Make Some Green by Investing Green?

The release in April of the long-awaited report from the United Nations’ Intergovernmental Panel on Climate Change has spurred renewed discussion of ways to combat climate change and its effects. The report, written by leading scientists from around the globe,...
Read More

What is duration, and why should I pay attention to it?

The Federal reserve’s actions over the next year could be important to bond markets, particularly if and when the Fed decides to increase its target interest rate. Since bond prices typically move in the opposite direction from yields, rising bond yields will...
Read More

Are con artists adopting trendy twists on old scams?

In a word, yes. You may be great at deleting e-mails from Nigerian princes to avoid online phishing, but fraudsters keep coming up with new schemes for prying information or money from potential victims. And while scams sometimes involve hot topics that are getting a...
Read More

Financial Choices: College, Retirement, or Both

Life is full of choices. Should you watch Breaking Bad or Modern Family? Eat leftovers for dinner or order out? Exercise before work or after? Some choices, though, are much more significant. Here is one such financial dilemma for parents. Should you save for...
Read More

footerlogo

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS/ADV Part 3 (Customer Relationship Summary) by clicking here.

Download Form CRS Exhibit Document by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Download Form ADV Part 2B Here: James D. Warring, Tarun Mehta, Olac Pallan, Kevin Moody & DJ Reeves

Click here to learn more about our Privacy Policy and Information Security Program.

Click here for additional disclosures

Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.