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 to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
To choose a plan, it’s important to ask yourself four key questions.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.