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Options Strategies

A call option is a contract that gives the holder the right to purchase the underlying security at a specified price for a certain fixed period of time.

Structured Investments

Structured Investments utilize various trading techniques to provide a range of unique risk reduction and diversification strategies.

Exchange Traded Funds

An Exchange-Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

Closed-End Funds

A Closed-End Fund (CEF) is a type of collective investment fund. A CEF has an asset manager who invests a portfolio of investments in order to meet the fund’s investment objectives.
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Now that you have changed jobs, what do you do with your old 401(k)?

Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more

James Behr Jr

Estate Planning Checklist

You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without

James Behr Jr

Charitable Giving: Stock or Cash?

As we approach the end of the year, many investors consider making charitable gifts to their favorite charities. Often, these gifts are

Justin Capetola

FINANCIAL PLANNING SERVICES

Investment Planning

All of our clients portfolios are custom tailored to fit their financial goals.

Social Security Planning

Let us help you maximize your Social Security benefits

Retirement Planning

We can help you plan your retirement.

401(K) Planning

We can help you with your old and current 401(k)s

Tax Planning

We can help you better understand your tax situation.

Estate Planning

INVESTMENT SERVICES

Options Strategies

A call option is a contract that gives the holder the right to purchase the underlying security at a specified price for a certain fixed period of time.

Structured Investments

Structured Investments utilize various trading techniques to provide a range of unique risk reduction and diversification strategies.

Exchange Traded Funds

An Exchange-Traded Fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange.

Closed-End Funds

A Closed-End Fund (CEF) is a type of collective investment fund. A CEF has an asset manager who invests a portfolio of investments in order to meet the fund’s investment objectives.

Tax Planning

Tax Planning

We can help you better understand your tax situation.

Get all your investment questions answered, Quickly

Insights

Get all your investment questions answered, Quickly

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