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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Understanding how a stock works is key to understanding your investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here are five facts about Social Security that are important to keep in mind.
What kind of auto insurance should you have? Do you know?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Recent changes in estate tax laws could affect the strategy you have in place.
A quick history of the Federal Reserve and overview of what it does.
Agent Jane Bond is on the case, infiltrating the world of bonds.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?