Douglas R. Peete & Associates

Newsletters

Are Value Stocks Poised for a Comeback?

Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Indexed Annuities: A Strategy to Turn Savings into Retirement Income

Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

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.