Douglas R. Peete & Associates

Newsletters

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
Diversifying Your Portfolio with International Flair

Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
Retiring in a Down Market? Don’t Panic

Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
Six Steps to Starting a New Business

Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.