Research, Review, Recommendations ........
A Plan For Your Future
Welcome to Olde Hickory Financial Services, L.L.C.
You will find a wealth of information on this site in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Initial consultations are always on a no-cost, no-obligation basis.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. Services include IRAs, 401Ks, 403b pension plans, investment accounts, trusts, and 529 college savings plans. Stocks, bonds, mutual funds, ETFs and annuities are all available at Olde Hickory Financial Services.
Whether investing for yourself or for your business we can advise you on an investment plan that will help you to reach your financial goals. Your portfolio will be built individually using both technical and fundamental analysis.
Newsletters
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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.
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Credit Card Debt
How Long Will It Take to Pay my Balance?