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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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.