Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals. At Robertson/Das, Socially Responsible Investing we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
*Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss. Investments include risk including the potential for loss of principal. There are no guarantees that any investment strategy will meet its intended objectives.
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How Income Taxes Work
A quick look at how federal income taxes work.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Calculating your potential Social Security benefit is a three-step process.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What’s the deal with your yearly free credit report?
Five creative (and inexpensive) ideas for motivating your employees.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
When do you need a will? The answer is easy: Right Now.
Pundits say a lot of things about the markets. Let's see if you can keep up.