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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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Helpful Content

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

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For some, the social impact of investing is just as important as the return, perhaps more important.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Enter various payment options and determine how long it may take to pay off a credit card.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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A presentation about managing money: using it, saving it, and even getting credit.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Agent Jane Bond is on the case, cracking the code on bonds.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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