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Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re 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. We 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. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Taxable Equivalent Yield

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

More Newsletters →

Market Watch

March 10, 2010 @ 01:44 AM

Dow Jones Industrials	10,564.38	+ 11.86
Nasdaq Composite	2,340.68	+ 8.47
S&P 500	1,140.44	+ 1.94
Russell 2000	669.63	+ 2.52

[ Markets | Charts | Quotes | Portfolio ]

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVESTAdvisory Services Agreement and disclosure brochure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PRIMEVEST, nor any of its representatives may give legal or tax advice.

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency.

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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.