The Monteverde Group, LLC

CONNECT

Address:

Three Gateway Center, Suite 2300
Pittsburgh, PA 15222

Phone:

412.391.0419

Fax/Other:

412.391.0338

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • History of the Federal Estate Tax

Retirement

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

  • Your Business and Retirement

    Allocating too much of your retirement investments to one company, even your own, can be a risky proposition.

  • Self-Employed Retirement Plans

    Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

Tax Planning

  • Retirement Plan Limits

    IRAs, employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

  • Tax Strategies for Retirement Plans

    Consider a trustee-to-trustee transfer to an IRA vs a lump-sum distribution from a workplace retirement plan.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Annuities
  • Investment Risks

    Understanding different types of investment risk can help investors manage their money more effectively.

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee against investment loss.

Risk Management

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Check the background of this financial professional on FINRA's BrokerCheck