Other Services

Other Services
We specialize in investment advice and management, but we also assist our current clients with other financial matters. We have partnered with other financial institutions with similar objectives in the following areas:

  • Budgeting
  • Credit Management
  • Insurance
  • Estate Planning

  • Philanthropy

    ›IRA holders aged 70 and older can opt to transfer their required distribution directly to a charity of their choice up to $100,000, although expired 12/31/07 likely to be reinstated.

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    Retirement News:

    › For 2008, the amount you can contribute to your 401k plan is $15,500 - If you are 50+, you can contribute an additional $5,000

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    ›For the self employed, you can contribute up to $46,000 in an
    Indi 401k Plan for year 2007 : or $51,000 if your are over age 50

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    For IRAs and Roths, you can contribute up to $5,000 per year.

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    ETF News

    ›iSHARES has introduced a tax free municipal bond ETF

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    Cable TV News

    ›This week's show "How To Pick A Mutual Fund"

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    Current Rates

    15Yr Fixed - 5.08%
    30Yr Fixed - 5.62%
    5/1 Adj. - 5.76%

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    Deposit Rates

    3 Mo CD - 3.35%
    6 Mo CD - 3.30%
    9 Mo CD - 3.40%

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