Associated Securities

"I help people who worry about whether they'll be able to retire comfortably and want to know what to do to make that happen."

Welcome to my web site!  You'll find a wealth of information in the form of newsletter articles, financial markets and economic commentary, calculators, research reports, and other links to help further your understanding of issues that effect your financial security and for evaluating your current position and progress toward your financial goals.  You'll also find a detailed description of my philosophy, services, and insights into my investment approach.  I think you'll find it well worth your time to read.  Your comments are always welcomed.

Be sure to add this site to your list of "favorites" in your Internet browser.  I frequently update the information, and I wouldn't want you to miss any developments or insights into how you can secure your financial future.

An overview of my financial planning practice:

  • I specialize in Retirement Asset Management and Retirement Income Planning for Individuals over age 50. 
  • My focus is on the 10 years before and 10 years after retirement begins - the most critical time in a person's investment life. 
  • I use a Defensive InvestingTM approach in order to help clients grow and protect their retirement assets.  In other words, to make money and keep it! 
  • My mission is to help my clients achieve financial security and peace-of-mind, so that they can enjoy those things in life that matter most.
  • Helping clients make smart money decisions since 1978.

 Featured article:

  • Time Value of Fluctuations 
    How long your money lasts in retirement may depend not only on your asset allocation and withdrawal rate, but also on the sequence of investment returns.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Oil's Above-Ground Problems

It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

More Newsletters →

Market Watch

August 28, 2008 @ 03:52 PM

Nasdaq Composite 2,409.24+ 26.78
S&P 500 1,299.06+ 17.40
S&P Mid-Cap 400 823.39+ 11.18
S&P Small-Cap 600 391.15+ 6.34
10 Year Treasury Note 3.80+ 0.02

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