Historic “Must See” places in Manhattan...New York City holds a special place in my heart. We are fortunate to live near New York, a city steeped in history. I completed ﬁnancial

GOTTIER INVESTMENTS WINTER 2017

The painting was made famous in a 2015 film starring Helen Mirren. The story begins circa 1907 during the grand days of Vienna, Austria. The woman in Gold painting is of Adele Bloch Bauer. The artist, Gustav Klimt was a very unusual character who painted some of the aristocratic women of that time.

This is a true story of a Jewish family during WWII, Nazi controlled Vienna Austria. A staggering amount of art work was stolen by the Nazis, including this painting.

The niece of the “Woman In Gold”, miraculously escaped Germany to the United States, eventually fighting for ownership of the art work. Help was given by cosmetics magnate Ronald S. Lauder. The painting now resides in Neue Galerie, 1048 5th Ave, New York, www.neuegalerie.org

Photo on right: General Dwight D. Eisenhower, Supreme Allied Commander, accompanied by General Omar Bradley and Lt. Gen. George Patton, Jr., inspects stolen art treasures (NARA #SC- 204516)

The Neue Galerie was originally a private mansion, occupied for a time by Mrs. Cornilius Vanderbilt III. In 1994 the building was purchased by Ronald S. Lauder. The museum is well worth a visit.

The film is still available on some cable channels and the book is an interesting read.

Historic “Must See” places in Manhattan Neue Galerie Museum and 911 Memorial Museum

GOTTIER INVESTMENTS

Woman in Gold


Artist Spencer Finch’s tile work emphasizes the vivid blue sky of that September morning in 2001.

911 Memorial Museum

Seeing the two empty footprints of the towers is a difficult reminder. The two gigantic openings in the ground are now fountains. The museum itself is underground so visitors are looking at what were the outside walls of the foundations as they tour. Much thought was given to the contents of the museum to show the utmost respect to those who were lost and those who knew them.

Winter view of both tower footprints as water cascades into them. Visitors stand at the top next to large metal plates with names of all who perished carved into them.

The “Survivor’s Stair” which was used by hundreds to flee the site on 9/11.


New York City holds a special place in my heart.We are fortunate to live near New York, a city steeped in history.

I completed financial training at Shearson Lehman in 1984, on the 102nd floor, south tower of the World Trade Center. Seeing the memorial museum wasn't easy for me. As with all difficult experiences, we must move forward in life with a positive attitude. As we move forward it is helpful to have plans for all aspects of our lives.

The United States of America and its financial system is strong and will continue to move forward. I wish all of my clients a happy and

healthy 2017. If you are interested in visiting NYC and would like some information on trains from CT to Grand Central or Penn Station give me a call.

Our new logo was designed

to compliment our handsome brick building.

Grand Central Station

Roseann and I began our journey at the Metro-North Station in Stamford, CT, taking the train to Grand Central Station. Seeing Grand Central is worth the trip to New York. The architecture is stunning and the station is filled with shops, restaurants and subways that will take you to all corners of the city. Grand Central offers a free tour of this historic place daily.

A few recommendations for keeping documents.

Documents which should be kept indefinitely—in a secure location:

• Birth/death certificates and Social Security cards

• Marriage Licenses and Divorce Decrees

• Pension plan documents

• Copies of wills, trusts, health care proxies/living wills and powers of attorney (attorney/executor should have copies)

• Military discharge papers

• Copies of burial deeds and plots

• Safe-deposit box inventory

Suggested timeline for retaining documents:

• Supporting documents for tax return (7 years) - This is the recommended minimum period of time to retain. Remember, tax return copies should remain on file forever.

• Investment records and statements (7 years) - These are needed for tax filing. Keep for at least 3 years. You may want to keep for the same amount of time as the supporting documents for tax returns.

• Credit card statements (45 days-7 years) - Keep up to seven years if it may be used for taxes, as proof of purchase or for insurance.

• Bank statements (1-3+ years) - Keep for 3 years or longer if you apply for Medicaid, or it pertains to taxes, a business expense, home improvement, mortgage payment or major purchase.

• Medical and dental records (1-5 years) - Keep for at least one year, maybe up to five to be safe. Retain information about prescriptions, specific medical histories, health insurance information and contact information for your physician.

• Utility and phone bills (1 month-1 year) - Shred them after you have paid them, unless they contain tax-deductible expenses—keep them for a year if they can be used for business deductions.

• Insurance policies (until closed) - Keep as long as the policies remain in force.• Mortgages and other home documents (ownership + 6 years) - Mortgages, deeds and home improvement

documents should be kept on file for the length of ownership, plus six years after selling the home.• Appliance manuals and warranties (if owned) - Keep on file for the length of ownership.

• Vehicle titles and loan documents (if owned) - Keep on file for the length of ownership.• Pay stubs (until end of year) - There is not a requirement for keeping pay stubs. Keep up to three

months if you are applying for a loan. You may want to keep them for a year so you can compare against your W-2.

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Please call me if you would like to discuss, have questions or concerns over current market conditions. I have access to various commentary and research reports about this and other topics.

I look forward to hearing from you to help you with your financial needs. Please call to set up an appointment.

Check us out on the web at;http://www.gottierinvestments.com

Brent Gottier 14 Maple AveneWindsor, CT 06095860-683-1245

Investment Advisor Representative: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.