16 Wall Street Cliches in 60 Seconds Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

Founded over 30 years ago, The Associated Companies exist to work with you as your financial partner. For generations, our firm has worked with businesses and families on the path to their financial destination.

Our goal is to...

  • help you analyze your current situation.
  • design a coordinated action plan that matches your goals and objectives.
  • utilize a long term perspective to provide solutions that work best for you.
  • incorporate the latest technology and financial trends into a customized solution for you, your family and/or your business.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki, Author of "Rich Dad, Poor Dad"

 

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

View all videos arrow