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A 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

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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