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MENU
 * About 
   * Mission Statement
   * Team
   * Products & Services
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 * Resource Center 
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 * Contact


HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

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PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


YOUR FINANCIAL FUTURE

Today’s economic environment presents many challenges. But along with these
challenges comes opportunities and potential rewards for those who can identify
long-term trends.

Whether you’re facing retirement—or looking to better understand certain
investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more
about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Long-term relationships that encourage open and honest
communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and
calculators designed to help you learn more about the world of personal finance.
As you search my website, send me a note regarding any questions you may have
about any particular investment concepts or products. We'll get back to you
quickly with a thoughtful answer.








HELPFUL CONTENT


PAY YOURSELF FIRST

It sounds simple, but paying yourself first can really pay off.


WHERE WILL YOUR RETIREMENT MONEY COME FROM?

Retirement income may come from a variety of sources. Here's an overview of the
six main sources.


SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

 
 * Articles
 * Calculators
 * Videos

UNDERSTANDING MARGINAL INCOME TAX BRACKETS

An inside look at how marginal income tax brackets work.

INSURANCE NEEDS ASSESSMENT: FOR EMPTY NESTERS AND RETIREES

Do your insurance needs stay the same when the nest empties?

WHAT DO YOUR TAXES PAY FOR?

Here's a breakdown of how the federal government spends your tax money.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

BULL & BEAR MARKETS: A TIMELINE

This helpful infographic will define bull and bear markets, as well as give a
historical overview.

THE COST OF PROCRASTINATION

Don't let procrastination keep you from pursuing your financial dreams and
goals.

VIEW ALL ARTICLES

HOW MUCH HOME CAN I AFFORD?

With a few simple inputs you can estimate how much of a mortgage you may be able
to obtain.

LIFETIME OF EARNINGS

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

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

HOME MORTGAGE DEDUCTION

Use this calculator to assess the potential benefits of a home mortgage
deduction.

WHAT'S MY POTENTIAL ESTATE TAX?

This calculator helps estimate your federal estate tax liability.

VIEW ALL CALCULATORS

THE CYCLE OF INVESTING

Understanding the cycle of investing may help you avoid easy pitfalls.

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.

SURPRISE! YOU’VE GOT MONEY!

Here’s a quick guide to checking to see if you have unclaimed money.

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

A bucket plan can help you be better prepared for a comfortable retirement.

ENCORE CAREERS: PUSH YOUR BOUNDARIES

Ready for retirement? Find out why many are considering encore careers and push
your boundaries into something more, here.

VIEW ALL VIDEOS

 


WEEKLY MARKET COMMENTARY

Your source for updated market news.

Download Market Commentary

 


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The content is developed from sources believed to be providing accurate
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regarding your individual situation. Some of this material was developed and
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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory
services offered through Securities America Advisors. Dow Capital Investments
and the Securities America Companies are unaffiliated.

This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or a
solicitation of an offer to buy any security or product that may be referenced
herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed.



CONTACT

Dow Capital Investments

Office: (805) 628-9108Mobile: (805) 794-4689

21 South California Street
Suite 313
Ventura, CA 93001

FINRA series 6, 7, 63, 65

Send an Email



QUICK LINKS

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 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
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