Stephen J. Meuris
Phone:
- 415-592-8497
E-mail:
RiskAlyze
Investment Management
In my opinion investing is often represented or presented as needlessly complex....
View MoreNewsletters
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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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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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.