The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As an Investment Adviser Representative with Caldwell Advisors, LLC, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to help achieve them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
My office was established to pursue ongoing professional advice to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals
- Provide simplified performance reporting, making it easy for you to monitor your account
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.
* Nominal transaction charges may apply.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Planning for the Expected
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
To choose a plan, it’s important to ask yourself four key questions.
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E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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Here is a quick history of the Federal Reserve and an overview of what it does.
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With alternative investments, it’s critical to sort through the complexity.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.