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Welcome to Bond Stocks Financial

I would like to thank you for the opportunity to introduce myself. I am a full service Sr. Financial adviser and I specialize in investment solutions offered through Arete Wealth Management. The firm covers a broad range of financial products, specializing in Exchange Listed and Nasdaq Securities, Tax-Advantaged Investments, Mutual Funds, Investment Banking, Money Management and Insurance as well as 401(k) rollovers and a variety of retirement solutions.

Arete Wealth offers unique opportunities by providing a wide range of services to its clients. I am then able to match the risk inherent with various investments and structure portfolios that will match the objectives of each individual investor.

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Car Affordability

How much can you afford to pay for a car?

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