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Client CenterA firm with a view
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
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.