We hope your visit to our website will help you understand the opportunities that are available when you take a positive approach to your personal financial situation, as well as the value of working with skilled professionals to pursue your financial goals.
Our objective is to provide you more information about who we are, to give you fast, easy access to market performance and data, and to provide you with a variety of financial tools to give you a clearer picture of where you stand and where you're headed. Please take advantage of this resource and visit us often. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
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Newsletters
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.