Our mission is to improve the lives of those we encounter by helping them to celebrate what's right with the world. David Elefant Wealth Management Group provides a Family Wealth Management service that is holistic, integrates taxation and investments as a core principle, and provides for a legacy which will live on for generations to come.
The structural diversity of the American family has never been so varied. We strive to understand the unique circumstances of each household in order to achieve near- and long-term goals.
Monitoring and managing existing investment portfolios can be challenging. Our clients understand the necessity to partner with a team they can trust to provide them with accurate financial information as well as timely advice in terms that they can act upon.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When considering life insurance, it's important to understand your options.
To choose a plan, it’s important to ask yourself four key questions.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A letter of instructions provides additional and more personal information regarding your estate.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.