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Understanding Today's Financial Environment
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices.
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 Web site to help you gain a better understanding of the financial concepts behind investment strategies, risk management, retirement and estate planning as well as asset management. 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.
The Rule of 72
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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Lifestyle considerations in creating your retirement portfolio.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
It's important to understand how inflation is reported and how it can affect investments.
Learn a little about worldwide currency in this fun infographic
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.