Watch this video on sustainable responsible investing:
JD Hartman | Managing Partner
350 Essjay Road, Ste.300
Williamsville,
NY
14221
Phone:
- (716) 626-2509
Watch this video on sustainable responsible investing:
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Newsletters
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?