Cypress trees on a rocky cliff overlooking the ocean

Stephen J. Meuris

Name: Stephen J. Meuris | Rockwood Wealth Management
Address: 68 ROCKWOOD COURT, San Francisco, CA, 94127, US
Telephone: 415-592-8497

68 Rockwood Court
San Francisco, CA 94127

Phone:

415-592-8497

E-mail:

stephen.meuris@rockwoodwm.com

Investment Management

In my opinion investing is often represented or presented as needlessly complex....

Our Services

Financial Planning
Investment Management

RiskAlyze

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

Open enrollment is your chance to make every benefit count.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators

Stephen J. Meuris

Investment Management

Our Services

Financial Planning Investment Management

RiskAlyze

Newsletters

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators

Financial Planning
Investment Management