Alexander Wealth Advisor, Llc

Alexander Wealth Advisors, LLC

Welcome to Alexander Wealth Advisors, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. David Alexander, CPA created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

NEWS RELEASE
Alexander Wealth Advisors, LLC Renews Commitment to Wealth Management at 1st Global's National Conference 2008

BUY HIGH, SELL LOW?
That's something experts would never suggest...yet that's exactly what many investors do when the market gets rocky. Instead of buying low as the market dips, they sell. And instead of selling high, they ride the emotional roller coaster to the bottom and then sell when they are most fearful.

I know it's tough being invested in a volatile market like this; I'm invested in it, too, and I share your pain. However, I am convinced that buying low and selling high is still one of the best ways to help accumulate wealth, and current market conditions present opportunities to do this.

Click here to view "The Emotional Rollercoaster," a relevant chart from John Hancock Funds. I like it because it's simple, but realistic.

Where are you on the emotional roller coaster today?
Please call me to discuss where you are today, where you hope to get to, and ways I can help.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Car Affordability

How much can you afford to pay for a car?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

More Newsletters →