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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

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