Smart Strategies For Income Investors
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 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 services, investment services, retirement and estate planning startegies, and wealth analysis. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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Newsletters
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?