
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, estate 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.
Allen
Click here to access your https://momentum.hilltopsecurities.com/investor/hts
Newsletters
-
Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
-
Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
-
Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
-
Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.