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Terri K. Hobbs

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and estate planning. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Newsletters

HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Bond Market Volatility: What Causes It?

Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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More Newsletters

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

More Calculators