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At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital.
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Helpful Content
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Track your monthly income and expenses to get a clearer view of your cash flow.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
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Life insurance proceeds are generally tax-free. But not in all cases.
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This article provides a checklist of steps to take if you experience a data breach.
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Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
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Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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See how extra payments toward your student loans could shorten your payoff timeline.
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Estimate total wedding costs and see how different choices affect your overall budget.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.