Dickholtz Wealth Management, Inc. and Securities America, Inc.

 
Welcome to Dickholtz Wealth Management, Inc. where we provide comprehensive wealth management, specifically in the areas of Investment Consulting, Advanced Planning, and Relationship Management.  We work with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service.  We specialize in solving our client's financial challenges by providing extraordinary service and custom financial strategies that align their wealth with their values, often advising through one or more generations.
 
Here you will find a wealth of information in the form of newsletter articles, calculators, online access to accounts, wealth management strategies, and a variety of research reports.  Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach in the Wealth Management Process.

Thank you for visiting!  Please contact us if you have any questions or need additional information specific to your unique situation.  We are here to help you achieve all that is most important to you!
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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