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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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