I began my investment industry career after graduating from Washburn University in 1981. Since then, I have provided a broad array of investors with customized guidance to help them pursue their goals and address their wealth management needs.
By developing a long-term relationship and having access to a full suite of services, I will work with you to understand your goals, your ability to invest, and create a diverse portfolio with an emphasis on fixed income investments.You can expect simple explanations and a common-sense approach to the markets.
By developing a long-term relationship and having access to a full suite of services, I will work with you to understand your goals, your ability to invest, and create a diverse portfolio with an emphasis on fixed income investments.You can expect simple explanations and a common-sense approach to the markets.
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Traditional investors may believe that you can be one or the other, but that's simply not the case. Bonds are designed to pay interest for a fixed period. Equities, on the other hand, are a little more unpredictable, but the key is to include the right amount. By combining the two, my goal is to create a plan designed to minimize downside risk while maintaining upside potential.
First, an individual should determine how each return on an investment is taxed. Second, they should subtract the tax from the pre-tax return to determine the after-tax return. Armed with this information, they can now compare the risk characteristics of each investment and decide if the difference in the return compensates them for the varying degrees of risk assumed.
Keeping more of the money they worked so hard for is important to most individuals. For this reason, investing in vehicles that are exempt from federal taxes can be very attractive. One of the very first tax-advantaged investments, municipal bonds, is still one of the most popular today. Municipal bonds are debt obligations issued by states, cities, towns, or public commissions to provide money for schools, hospitals, and other public works.
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.
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