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’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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HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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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.