How Can I Save a Million Dollars?

Find out how much you need to save each month to reach your million-dollar goal.

Your Savings Plan

Starting Balance

$

$0$500K

How Long You Will Save

years

1 year50 years

Expected Rate of Return

%

0%15%

Monthly Savings Needed

Save Each Month

$0

How You'll Get There

Starting Balance$0

Total Monthly Contributions$0

Total You'll Contribute$0

Interest Earned$0

Savings Growth Over Time

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Experience Matters

Dave uses analytical skills from his CPA firm background to provide facts - not a sales pitch - to educate clients why we recommend certain financial planning and investment strategies.

His “participate-yet-protect” strategies have been tested and refined under many market conditions over the past three decades.

He confesses to be a bit of a nerd for detail and analytical evaluations, as is shown in his many client newsletters and articles. However, he also prides himself on an ability to explain sophisticated financial concepts in simple terms, for those not wanting to be buried in details.

We monitor many investment managers - not just a favored few - to choose our key recommendations based on a client’s objectives and risk tolerance. One of the many factors we monitor is a manager’s long-term risk vs. reward history. This is calculated in modern portfolio terms of Beta (risk relative to a baseline) vs. Alpha (outperformance vs. risk taken). These are just two of many factors we evaluate when making investment recommendations.

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