YOUR PLAN, YOUR FUTURE
Weldon & Company works primarily with affluent individuals and families, business owners and executives, professionals and retirees. We offer money management, retirement, business, and estate strategies, as well as guidance in the area of charitable giving. We also help clients with business and succession planning. We look forward to working with you to help plan for your best future!
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Credit Card Debt
How Long Will It Take to Pay my Balance?