Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

Diversifying with Market Caps

The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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Check the background of this financial professional on FINRA's BrokerCheck