Providing Investment advisory and Tax and Financial Planning
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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 investing, retirement, estate planning, and wealth preservation. 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. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.