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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

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Taxable vs. Tax-Deferred Savings

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Emergency Fund Calculator

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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