Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
Newsletters
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.