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
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A quick look at how federal income taxes work.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Knowing your options when a CD matures can help you make a sound investment decision.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.