HELPING YOU PLAN YOUR FINANCIAL FUTURE
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Check the background of Ameritas Investment Company, LLC* or this investment professional of FINRA's BrokerCheck
Newsletters
-
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.