Broker Check

Holmes & Associates Asset Management

Helping You Grow Your Wealth

179 Park Boulevard
Painesville, Ohio 44077
(440) 376-8173
 
 
 
 

The Rule of 72 Safeguard Your Digital Estate Road to Retirement Where Is the Market Headed?

Welcome!

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.

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprises

Making the most of surprises is a great reason to work with us.

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