DAVE RAMSEY SMARTVESTOR PRO (SVP)
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals?Learn More
Our Mission: To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
How literate are you when it comes to your finances? Brush up with these five basics.
Can you keep up with your children’s mobile slang?
There are things about Social Security that might surprise you.
A quick look at how federal income taxes work.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.