Christina M. Doone, Financial Advisor & Investment Advisor Representative
Financial Matters with Chris Doone
Welcome!
You will find a wealth of information at our site in the form of newsletters, articles, calculators and research reports. Click the links and learn, share them with your family, friends, co-workers and employees!
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, professional and business finances. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, dollar cost averaging, retirement planning, estate planning and wealth preservation. Most importantly, we hope you see the value of working with a skilled professional to pursue and achieve your financial goals.
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 and the array of products available to you for your financial success. 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 wouldn't want you to miss any developments in the area of personal and business finance. We can also review retirement options for you and your staff. We invite you to call us with any financial concerns you might have and we look forward to hearing from you!
Thank you for spending some of your valuable time with us.
Chris Doone, Financial Advisor
Financial Advisor & Investment Advisor Representative
Newsletters
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.