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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Impact of Inflation

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

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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.

Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

New Medicare Rules Tackle Prescription Drug Prices

The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

Bond Yields Are Up, but What Are the Risks?

After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.

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