Broker Check
Who We Are Our Investment Philosophy Where Is The Stock Market Going Ready for Retirement?

Steadfast

Proactive, holistic planning for today and tomorrow.

Learn More
 

Helpful Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow