Welcome to my new Web site, where you’ll find a wealth of information including:  newsletter articles, calculators, and research reports.

Today's markets are fast-paced and ever changing.  This Web site is designed to be your primary source for the financial information you need to navigate our dynamic world of investing.

As you browse, you will gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  

What you read here will hopefully inspire you to better your own portfolio and financial future.  When it does, please contact me so together we can make your new financial goals a reality. 

I hope you take advantage of this resource and visit it often. Be sure to add this site to your list of "favorites" in your Internet browser.

 

 

Congratulations to Kristin E. Hillsley for being recognized in the November 2011 issue of Philadelphia Magazine as a 2011 Five Star Professional Wealth Manager.  Five Star  Professional conducted intense research, determining the wealth managers in the Philadelphia area who rated highest in overall client satisfaction.  This list of 2011 Five Star Professional Wealth Managers is an elite group, representing less than seven percent of the wealth managers in the Greater Philadephia region.

Janney is proud to have Kristin as one of our leading financial advisors. 

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lease Interest

What's the interest rate on the lease you're considering?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

More Newsletters →