At Holmes & Associates Asset Management, we believe in old fashioned values of trust and respect, and make our clients the focus of our business.
Our mission here is to empower you, our clients, to grow your wealth and reduce your fears about money. We want to assist you in making smart financial decisions towards your unique goals and aspirations.There is lots of good information here for you, so check it out at your leisure, or call me and we can talk.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Earnings season can move markets. What is it and why is it important?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Life insurance proceeds are generally tax-free. But not in all cases.
At what point can you call a personal vehicle commercial?
Here's a breakdown of how the federal government spends your tax money.
What kind of auto insurance should you have? Do you know?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How do the markets usually react to elections? Was the 2016 election any different?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?