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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search this website, contact us with any questions you may have about any particular investment concepts or products. 

Key tax law changes effective for 2014:

  • 20% Capital Gains and Dividend Tax Rates
  • Personal Exemption Phase-Out and Itemized Deduction Limitation
  • 3.8% Net Investment Income Tax
  • .09% Additional Medicare Tax
  • The Extension and Expiration of Prior Tax Provisions
  • Estate Tax Considerations
*Investment and financial planning services are offered by Nancy Forsyth through her affiliation with HD Vest.

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.