Prudent Guidance Gives You Time to Prepare For Your Financial Future

Welcome!                                                                                                                                                                                 Lampe & Son Wealth Management has a mission to be the best wealth management partner a

discriminating investor can work with in overseeing his or her financial future. 

To this end we are committed to providing superior investment management. 

Our investment philosophy is to preserve and enhance wealth over time. 

This means taking into consideration all investment risks and opportunities as well as the erosion

of inflation. 

We are proud of the risk-adjusted performance we have delivered vs. indexed benchmarks.    

Albridge Wealth Reporting allows our clients easy online access to all investments at one place.

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 For more details, go to www.albridge.com or click on the link below:

SAMPLE CLIENT REPORT

 Our Custodian Ranks #1 By Dalbar*      

     Pershing is the industry's largest global business solutions provider with approximately $715.8 billion* in assets under administration. *As of March 31, 2009        

*http://www.pershing.com/about_us/awards.html

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Accumulation

Estimate the future value of your current savings.

Lease Interest

What's the interest rate on the lease you're considering?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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