"Partners In Your Financial Success"
SEE "OUR SERVICES" SECTION FOR VALUABLE WEB SITE HOT LINKS!!!!
Newsletters
-
ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
-
HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.