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.
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 can help you be better prepared for a comfortable retirement.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The item most homeowners forget on their home improvement project checklist is insurance.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
To choose a plan, it’s important to ask yourself four key questions.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.