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16520 Wedge Pkwy, Suite 300
Reno, NV 89511

Nevada Investment Management

(775) 826-8122

 
The Facts About Income Tax The Cost of Procrastination Making Your Tax Bracket Work



Private Wealth Managment

Providing Sound Investment Decisions through Uncertain Times

We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them. 

Helpful Content

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

 

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

7 Easy Ways to Improve Your Finances This Week

Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a

Hindsight 2020: Should You Join The Great Resignation?

Since the start of the Covid-19 pandemic, it’s been a rollercoaster ride for Americans.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Be My Beneficiary

Financial planning for couples.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Surprises

Making the most of surprises is a great reason to work with us.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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