Gain from an independent perspective.
Applied Financial Management is an independently owned financial consulting firm with 30 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, are a seasoned investor, or planning for retirement Applied Financial Management has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Ascertaining the value of your business is important for a variety of reasons.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Investors seeking world investments can choose between global and international funds. What's the difference?