Steele Financial Services
At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives. We manage investments holistically based on a comprehensive financial life plan. We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens. With options such as fossil fuel free portfolios, we seek to align your investments with your values.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Beware of these traps that could upend your retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are things about Social Security that might surprise you.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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?