Steve Levold - E.K. Riley Investments

 

 

There was a time when hard work and trust were not commodities; they were a way of life.  In the investment world, old values - like solid research and personal attention - were expected, not extra.

 

 

At E.K. Riley Investments, our philosophy of "Old Values, New Approach" unites the best of the old with the best of the new - hard work, trust, solid research and personal attention - combined with the smart use of technology, expert advice, and a clear focus on our clients.

Advancing the best interest of our clients is what we do.  Other firms may spend time inventing new fees, cross-selling other financial services, using their research to court underwriting business, or promoting high-margin proprietary products at the expense of their clients.  We won't.

We are dedicated to providing objective advice to help you achieve your financial goals.  It's a simple, straightforward idea.  "Old Values, New Approach" is our commitment to our clients and our business.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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