At Eukles Wealth Management, we will work directly with you to create and manage investment strategy dictated by your current and reasonably expected future financial situation. As independent advisors, we have a variety of investment products and tools to implement different strategies including:
- Preferred Securities
- Mutual Funds
- Exchange Traded Funds
- Real Estate Investment Trusts
We also offer access to discretionary equity portfolios. For more information please visit www.euklesam.com about our equity strategies
The “Eighth wonder of the world”
Compound interest is one of the best ways to grow your investment over time. Using the Rule of 72, you can estimate how often your money can double given a set rate of return.
The maximum contribution to a traditional or ROTH IRA for the 2014 tax year is $5,500. An additional $1,000 catch-up contribution is also available for individuals over the age of 50.