Michael T. Puente
Vice President/Investments
Welcome to my website, where you'll find a wealth of information in the form of newsletter articles, calculators, and market reports.
I 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. I have created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning strategies, wealth preservation strategies, and insurance. Most important, I hope you see the value of working with a skilled professional to help you pursue your financial goals.
Together with Stifel, we are 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. I 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. I frequently update our information, and I wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.