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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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
To choose a plan, it’s important to ask yourself four key questions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Bonds may outperform stocks one year only to have stocks rebound the next.
Beware of these traps that could upend your retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
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.