
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. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Lease Payment
How much would your monthly lease payment be?