Investment Strategies in the Uncertain World

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, and calculators.

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 insurance, 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.

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →