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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Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A four-step framework for building a personal legacy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?