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.

CLIENT LOGIN

 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


 

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

More Newsletters →