Sensible Investing and Insurance
Welcome to our website. We are delighted that you have "checked us out".
Our intent is to provide you with the latest in newsletter articles, calculators, and research reports that may interest you and assist you in making sound financial decisions. We hope your visit will help you understand the opportunity and potential rewards that are available when you take a proactive approach to your personal financial situation. We also offer EZ access to your consolidated "Personal Account" information.
Please take the time and review what we have to offer, and allow us the opportunity to answer any questions that you may have.
Thank You,
Matthew O. Davis, AIF®
Newsletters
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.