Understanding Today’s Financial Environment
We provide customized strategies for financial paths. We help guide our clients toward a desired balance of investment income with an acceptable level of risk by using proper asset allocation. We have the advantage of having a knowledge base to pull from to give our clients up-to-date, intelligent advice when it is critically needed. We utilize our access to critical independent research to help us track US financial markets as well as international markets. In addition, we use software that helps us to analyze behavior in the markets and develop a plan to potentially meet those challenges. While no system or strategy can assure a profit or protect against a loss, when the markets show movement we are primed to react on the client’s behalf.Contact Us
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A quick look at how federal income taxes work.
Understanding how capital gains are taxed may help you refine your investment strategies.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.