Experience The Investment Center of Erie
Our goal at The Investment Center of Erie is to be your most trusted advisor providing personalized financial planning and wealth management services, while maintaining a commitment to excellence in serving you. Whether you’re an investor just starting your career or are nearing retirement — we can help you address your most pressing money questions. Our first priority is your overall financial success.
At The Investment Center of Erie, we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. With our extensive resources and comprehensive wealth management services, we can help keep you moving forward through each stage of your wealth management plan. We function in a totally unbiased atmosphere where the only factor in our decision-making is what is best for you.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you explored all of your choices when it comes to managing your taxable income?