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 for pre and post retirees.
Tax strategies for businesses, individuals and 1099 contractors.
All designed By a Former Hedge Fund Manager
Fill in your information to the right (if you don't see a spot for your information scroll down) or call us and we will provide your investment educational material absolutely free!
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Being healthy not only makes you feel good, it may also help you financially.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What kind of auto insurance should you have? Do you know?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.