We believe the foundations of a strong financial partnership are transparency, trust and performance.
The starting point for our investment strategy is a detailed planning process focused on getting your financial goals clear and outlining your total current financial position. From there, we are working together with you to plan and invest for sufficiency. That means having enough of the right financial assets available when you need them for however long you need them to meet your goals. Please look around our website, and if you have any questions or comments feel free to contact us.
Fred O. Buckley
Sean M. Buckley
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?”
Life and Death of a \$20 Bill
How long does a $20 bill last?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Simple steps may help you foil hackers and protect your privacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Recent changes in estate tax laws could affect the strategy you have in place.