Allen Grommet
Financial Advisor, Ph.D., CFP®
Welcome to our site. To access the exclusive information we provide here, simply click on the area that you are interested above. And to see my video to the right explaining our services click the "play" arrow in the center of the screen.
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Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
A business plan can be an important step toward success. Here are some key components to consider.
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How Long Will It Take to Pay my Balance?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.