Helping You Plan Your Financial Future
Click here to contact Mark Purcel for a complimentary risk assessment analysis
RISK MANAGEMENT INVESTING
Welcome to www.MarkPurcel.com.
This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so be sure visit often.
“My mission is to give my clients
financial confidence. I provide
a disciplined investment
philosophy to help maximize growth
and preserve capital.”
Newsletters
-
All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
-
Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
-
Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
-
Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.