What do we do? Rather than write a 500 word essay that few of you will read I will cut to the chase...we provide:
Asset management programs with high probability investment strategies based on technical, geopolitical and domestic economic analysis.
Retirement income solutions in a time where interest is hard to find.
Tax strategies for businesses, individuals with multiple real estate holdings, and 1099 contractors.
All designed By a Former Hedge Fund Manager
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What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The uncertainties we face in retirement can erode our sense of confidence.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Three things to consider before dipping into retirement savings to pay for college.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Here are five facts about Social Security that might surprise you.