Helping Clients Pursue Their Financial Goals
Life is a series of steps. And with each milestone you pass comes the greater need for careful financial planning. Personal Wealth Management is the most personal form of financial services and our highly personalized approach is prudent and thoughtful. We work with you to integrate disciplined investment management with smart financial planning, to better prepare you and your loved ones for the key financial events in your lives. Investing and financial planning are important matters we treat seriously—with knowledge, experience, and discipline. When you work with Cadence Investment Services, you deal directly with highly credentialed investment professionals who adhere to the strictest principles of integrity and objectivity.
Contact us to take the first step.
Helpful Content
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.