David N. Gordon, Investment Advisor.  We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ assets by delivering an unprecedented level of personalized service.  We use the nationally known TD Ameritrade platform for many of our client's investment programs.

As representatives with a Registered Investment Advisory firm, we must always put YOUR interests first.  We specialize in providing Institutional Money Management, an Investment Watchdog Service, Tax Reduction Planning, Retirement Income/Distribution Planning and Family Wealth Planning.

We pride ourselves on our courteous and professional staff offering the utmost in care and confidentiality. With offices in Stamford CT, Clifton NJ, and Suffern NY we offer big city financial services with a small town feel.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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