Salvatore Gambino, John D. Fenimore

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Salvatore Gambino Senior VP of Investments Licensed Insurance Agent

John D. Fenimore
Senior VP of Investments
Licensed Insurance Agent

Mission Statement:

Our goal is to completely understand our client’s financial situation and goals by asking the correct questions. If a need is then discovered and a change is required, we will always act with integrity and in the best interests of our clients such that each of them would be proud and confident to recommend us to their friends and family.

Services Provided:

After meeting with each client we will develop a complete understanding of his or her investment experience, objectives and long term goals. Once this is understood we are able to provide personalized service based upon their current situation.

We have utilized many of the different investment tools and services listed below to help our clients achieve their financial and retirement goals:

Annuities	Municipal Bonds	Limited Partnerships
1035 Exchanges	Corporate Bonds	Secured Notes
Life Insurance	Government Bonds	Money Market
Long-Term Care Insurance	Mutual Funds	Education Savings
Health Care Insurance	Unit Investment Trust	IRA
Disability Insurance	Real Estate Investment Trust	401 (k)
Certificates of Deposit	1031 Exchange	403 (b)

Professional Qualifications:

In order to attain a working relationship with our clients it is important that they trust us and have confidence in our ability. We both began our professional careers as financial consultants over 10 years ago and hold FINRA General Securities Representative (series 7), Uniform Securities Agent State Law (series 63) and we are also Life, Accident & Health Insurance Licensed.

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Newsletters

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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Market Watch

May 28, 2012 @ 01:44 AM

Dow Jones Industrials	12,454.83	- 74.92
Nasdaq Composite	2,837.53	- 1.85
S&P 500	1,317.82	- 2.86
10 Year Treasury Note	1.75	- 0.01

[ Markets | Charts | Quotes | Portfolio ]

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Aegis Capital Corp. is a FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. Aegis Capital Corp. is a member of the Securities Investor Protection Corporation (SIPC).

Aegis Capital Corp professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local LIS Investments office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your investment professional. LIS Investments is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.