We use a variety of tools in designing your portfolio including Morningstar, Bloomberg, S&P Marketscope Advisors on-line service plus FINRA to support our recommendations and will provide you copies if you wish. If we deem the investments are not performing as projected, we will change to a new management company, ETF (Exchange Traded Fund), or stock that we believe is better suited to your portfolio. If none can be found, we will transfer proceeds to cash temporarily. With each new holding you will receive a Morningstar and/or S&P analysis that will provide you with insight into the new holding.

MPH Asset Management Co. also offers single specific investments like Annuities, help with your IRA, Roth IRA, IRA rollovers, Keogh Plans, 529 & 403B plans, and other pension & profit sharing plans.

Life Insurance at 50 – Is your Policy Still Competitive?

Even though there is no particular magic attached to turning 50, it is often the age at which people see changes that can lower the premiums of their policies. This may be due to higher rates of accumulated cash, a general improvement in mortality rates, or more personal changes that have taken place since the inception of your policy.

For a modest fee we will perform a comprehensive audit, which takes a close look at all the variables that may affect your situation – including, but not limited to, a risk assessment and confidential life expectancy report based on your health, your family, your heredity, your occupation, your hobbies and many other significant insights – and what your minimum payment would be to your age 100, both current and projected.