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 Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Should I Invest in Gold?
Learning more about gold, and its history, may help you answer that question.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.