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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
There are things about Social Security that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work in 2012 to pay federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Here are five facts about Social Security that might surprise you.