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 Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding how a stock works is key to understanding your investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: right now.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Smart investors take the time to separate emotion from fact.