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Welcome to Bond Stocks Financial

I would like to thank you for the opportunity to introduce myself. I am a full service Sr. Financial adviser and I specialize in investment solutions offered through Arete Wealth Management. The firm covers a broad range of financial products, specializing in Exchange Listed and Nasdaq Securities, Tax-Advantaged Investments, Mutual Funds, Investment Banking, Money Management and Insurance as well as 401(k) rollovers and a variety of retirement solutions.

Arete Wealth offers unique opportunities by providing a wide range of services to its clients. I am then able to match the risk inherent with various investments and structure portfolios that will match the objectives of each individual investor.

Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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