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

Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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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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Calculators

Taxable Equivalent Yield

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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.

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