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.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A letter of instruction provides additional and more personal information regarding your estate.
Knowing the rules may help you decide when to start benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Being healthy not only makes you feel good, it may also help you financially.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
There are a few things to consider when buying or leasing your next vehicle.
Pundits say a lot of things about the markets. Let's see if you can keep up.