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.
Services Utilized:
 |
 |
 |
 |
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate how much income and savings you may need in retirement.