Linking Your Investment Needs

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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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.