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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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