In today's uncertain economic environment, investing is neither as easy nor as pleasurable as it once was.  When the stock market was continuously rising, individual investors could successfully pick stocks, mutual funds or bonds without paying much attention to the beta, standard deviation and other critical data.  Now, however, times have changed dramatically and many investors have learned that analysis of risk is a critical component of long-term investment success.

With more than 20 years previous experience developing asset allocation strategies for retirement plan participants, Alan Fleischauer knows how to make the fundamental mathematical principles of investing work for you.  Working closely with you to understand your long-term needs and goals, as well as your personal investment profile, Alan and his team will help you create a portfolio that reflects a thorough analysis of the risk associated with your portfolio, a current assessment of the global financial marketplace, ongoing familiarity with the premier mutual fund managers and most importantly, an in-depth understanding of how these critical factors work together to significantly influence your portfolio's investment performance.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

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