Foundations Asset Management, LLC is an independent wealth management firm dedicated to serving affluent clients, business owners and professionals by providing comprehensive, integrated planning and investment services. Our partnering with a local CPA firm provides access to knowledge and advice not usually found in other advisory firms.
Newsletters
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
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Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?