A Registered Investment Advisor
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the future value of your current savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.