Investments, Insurance, Financial Planning

Roell Capital Management, LLC was created, first and foremost, with the client in mind. Our core values of integrity, thoroughness and objectivity allow our clients to feel confident knowing that they have qualified professionals helping them to navigate this ever changing financial landscape. They know that even though the journey is long, we will help guide them every step of the way.  Select the following link to view a brief video summarizing what Roell Capital Management, LLC can do to simplify your financial life; Life In A Box.


Select this link to view our "Life In A Box" video.

 

Executives please select this link.

 

 

 
Calculators

Taxable Equivalent Yield

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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