Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. Investment services are offered by Walter T Samuelson through his affiliation with Avantax.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
It's important to understand the pros and cons when considering a prepaid debit card.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.