Fluctuating financial line charts on a digital display

Digital stock market ticker and data charts over city lights.

American flags on Wall Street buildings in New York City

Close-up of a glowing blue stock market ticker board.

Wall St sign showing numbers 11-21 and an arrow.

Calculators

You can review interesting calculators on my site.

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Contact Us

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Welcome to Bond Stocks Financial

I would like to thank you for the opportunity to introduce myself. I am a full service Sr. Financial adviser and I specialize in investment solutions offered through Arete Wealth Management. The firm covers a broad range of financial products, specializing in Exchange Listed and Nasdaq Securities, Tax-Advantaged Investments, Mutual Funds, Investment Banking, Money Management and Insurance as well as 401(k) rollovers and a variety of retirement solutions.

Arete Wealth offers unique opportunities by providing a wide range of services to its clients. I am then able to match the risk inherent with various investments and structure portfolios that will match the objectives of each individual investor.

Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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