Welcome To
Paul R. Ried Financial Group, LLC

 

1st Quarter 2012 Market Commentary

One of Barron's Top 1000 Financial Advisors for 2012
~ February 18, 2012 ~


Named by Barron's as one of the Nations Top 1000 Advisors
 2009 ~ 2010 ~ 2011

Registered Rep Magazine: One of "America's Top 100 Independent B/D Advisors" 
~ 2011 ~

Named by Barron's as one of the Nations Top 100 Independent Financial Advisors
2009 ~

"Our commitment is to do our best to help our clients work towards achieving their financial and retirement goals, both now and in the years to come."    

Net Worth

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

More Newsletters →