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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Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Simple steps may help you foil hackers and protect your privacy.
The item most homeowners forget on their home improvement project checklist is insurance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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 helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.