Registered Representative, Securities offered through Cambridge Investment Research, Inc., This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple. Use this calculator to estimate the cost of your child's education, based on the variables you input.
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple. Use this calculator to estimate the cost of your child's education, based on the variables you input.
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We specialize in fiduciary money management, portfolio construction and asset allocation, through the use and understanding of technical analysis and ongoing market research. We focus on growing your assets during upward trending markets with the goal of protecting your assets during downward trending markets.
3. When fee-based services are involved, we will charge a fair and reasonable fee based on the amount of time and skill required. 4. We will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services. 5. We will give our clients the same service we would give to ourselves in the same circumstances.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
