Global Wealth Strategies, LLC

Amrish N. Patel, Managing Partner - Financial Advisor

To manage both sides of the Balance Sheet,

Assets and Liabilities for Individuals and Businesses.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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