Making a Difference That Counts

From a financial perspective, are you currently getting everything you want out of life? Are you managing your financial future in a way that will provide everything you’ve ever dreamed of, or should you be doing things differently? Are your actions today going to provide you with the “tomorrow” you really want? What’s the point of working or worrying about your financial future if you inadvertently head off in a direction you never intended to go? Or worse, to arrive someplace you didn’t want to be! Is your financial future in a fog, or have you spent the appropriate amount of time planning for it? 

  • What would it take for you to experience true financial fulfillment?
  • Do you spend more time planning your two-week vacation than your family’s financial  well-being?
  • Do you discuss finances openly with your loved ones, or is it an uncomfortable topic to bring up?
  • Do you meticulously track how your money is spent, but then get a pit in your stomach when it comes time to spend it? 
  • Do you worry more about today than tomorrow?
  • How much money is “enough?” 
Trademark Capital is committed to providing clarity, confidence, capability, and coordination.  This commitment calls us to move beyond what is considered to be “normal” financial planning to something vastly different and far more effective. While most financial service providers are solely concerned with a personal assessment of “what is,” we believe this is insufficient for people who desire to live extraordinary lives. Focusing on “what can be” involves a transformational approach to thinking that is directed toward designing a way forward. This is the basis of Possibility Based Planning™. 
 
 
Calculators

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

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

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

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