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Swan Morss Insurance
Josh Palmer
607-846-4462
josh@swanmorss.com
Welcome

Welcome to our Website  where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Contact Me
Josh Palmer
Swan Morss Insurance
309 E. Water Street
Elmira, NY 14901
607-846-4462
Josh@SwanMorss.com



Newsletters
  • Time for a Mid-Year Investment Check
    Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the
  • Managing Your Money in a Gig Economy
    According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as
  • Charitable Giving After Tax Reform
    Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how
  • What's the real return on your investments?
    As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time,
  • Inflation Variation, Eroding Purchasing Power
    Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term average, even moderate inflation can reduce
    
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Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC
 Swan Morss Insurance and Cadaret, Grant & Co. Inc. are separate entities



This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, ME, MD, MA, NY, NC, OR, PA, RI, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.