
We are advisors from independent broker/dealer: Cadaret, Grant
Welcome to our Web site. We hope your visit here will help you understand the opportunities and potential rewards of working with us to pursue your financial goals.
Chief amongst those goals should be financial independence. Getting there requires knowledge, diligence, patience, experience, and skill. While some investors are comfortable with their own ability to sift through mountains of information, to pick and choose shortcuts, and to make the right choice at every turn, the majority still prefer working with a financial professional. Like you, they recognize that there is no cookie-cutter formula to financial freedom and the peace of mind that comes with it.
For financial independence you can really depend upon, you need to map out an investment strategy that fits YOUR goals, YOUR realities, and YOUR dreams for the future. That strategy requires the help of a financial advisor who has been there, a Cadaret, Grant professional who will listen and then show the way.
- Paul R. Loucks, Registered Principal
Newsletters
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?