It's Your Future. Take Control.
When it comes to your investments and financial future, we believe there is no substitute for a well-thought-out and passionately disciplined, comprehensive plan.
Whether you are just starting to accumulate wealth, preparing for a major life transition or approaching retirement, sound decisions are vital in helping you pursue your goals and avoid the costly mistakes that can affect your future.
Begin your financial journey now with Elm Tree Capital—and take control of your future.
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Tips to avoid checking in luggage on your next vacation.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Why have the markets been so volatile recently?
A letter of instruction provides additional and more personal information regarding your estate.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
When should you take your Social Security benefit?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a few things to consider when buying or leasing your next vehicle.