
Welcome to our web site where you'll find information about how our firm can help you plan for your financial future.
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:
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 easy access to current market and economic commentary as well as informative articles about various financial planning topics. 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.
If you would like to receive our monthly newsletter or a complimentary financial consultation, please click here and let us know the best way to reach you.
Newsletters
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
-
Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
-
Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?