Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What are your options for investing in emerging markets?