502 S. Koenigheim PO Box 61938
San Angelo,
TX
76906
Phone:
- 325.653.5100
Fax:
- 325.486.9225
Newsletters
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Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
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Help with College: A Gift for Your Grandkids
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
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Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
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Indexed Annuities: Potential Gain with Some Downside Protection
Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Credit Card Debt
How Long Will It Take to Pay my Balance?