Strategic Asset Management Group

Welcome to our Web site, 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. We have 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 important, 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 management; to help you learn more about who we are; and to give you fast, easy access to market performance 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.

  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Don’t Let the Weather Put Your Company Underwater

It’s important for small-business owners to identify potential risks to their businesses, form disaster plans, and have adequate insurance.

HOT TOPIC: Is 70 the New 65? Why Americans Are Working Longer

Why more Americans have been delaying retirement past age 65 and how it might affect their health and finances.

How the Cloud Can Help Meet Technology Needs

About 37% of small businesses are operating in the cloud, and it’s estimated that 80% could be doing so by 2020.

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 18,145.71 - 0.09
Nasdaq Composite 5,257.40 + 0.30
NYSE Composite 10,571.88 - 0.24
AMEX Composite 2,274.90 - 2.29

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Check the background of this financial professional on FINRA's BrokerCheck