Left to Right: Michael Becker, Financial Advisor Associate; Barbara Lee Hogan, Registered Investment Associate; David E. Farina, Senior Vice President/Investments; Jacqueline A. Caywood, Registered Client Service Associate; Jonathan D. Farina, Financial Advisor.
TRUST THAT HAS BEEN EARNED
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, issues surrounding estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.