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Total: 9 results found.

The Best Investing Advice for Beginners (From 13 Experts)

Created on Friday, 02 October 2015. Posted in Content/our blog

... your employer’s retirement plan. Allocating 5% -10% of your income to a 401(k)or SIMPLE IRA that offers matching contributions is possibly the best way to accumulate wealth. Assume that you earn a starting ...

How to Solve Your Retirement Spending Need

Created on Wednesday, 01 October 2014. Posted in Content/our blog

... income and you have an effective tax rate of 20%.   The 85% estimate would suggest you will need about $10K in monthly sources of cash to achieve your spending goal. My experience in working ...

Don’t Let External Factors Force You to Commit Strategy Errors

Created on Friday, 06 June 2014. Posted in Content/our blog

... of interest income. These savers learned the tough lesson that a cash account is not a risk free investment. Just because the investment markets are warped by the Fed doesn't mean that an investor who ...

Affiliations

Created on Monday, 30 April 2012. Posted in Content/about

... asset valuation, statistics, economics, financial analysis, fixed income analysis and ethical standards. CFA is Chartered Financial Analyst. Paladin Registry – Five Star Advisor   Paladin ...

Investment Advice

Created on Monday, 30 April 2012. Posted in Content/services

... objective tax situation time horizon income needs capital needs unique preferences. RAMS manages all portfolio s with the fiduciary responsibility of care, skill, diligence and prudence. ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... Planning is the process of evaluating a client’s current financial condition. We need to know a client’s net worth, the assets that create that net worth, current income, savings and expense history, ...