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Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way Sit, Stay, Rollover: A Guide to IRA Rollovers

Our Mission

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.

What's New?

Modern Families

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.

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Wealth Management

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.

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Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?


Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How Income Taxes Work

A quick look at how federal income taxes work.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Your DNA Test

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.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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