Alan Siegel, MBA, CFS®, CLTC, CFCA®, Certified Kingdom Advisor®
Welcome to our website. We are glad to have you visit. There is a wealth of information available that can help you in many ways.
There are several links under ABOUT US that will help you to get to know us, what we do, and what makes us different.
There are several other links that will allow you to contact us, request information, access your personal investment account information and more. This includes information about Biblically Responsible Investing and many useful links regarding research, products and services.
If you access MARKET WATCH, you can review today's market activity or get quotes on stocks that may be of interest to you.
The LEARNING CENTER is filled with articles, newsletters, financial calculators,
e-seminars and other tools that will provide tremendous information and answers to many questions that you may have.
Thank you for taking the time to get to know us a little better. We hope to have an opportunity to get to know you, too. Call our office or click here to send us an email.
Blessings... Alan Siegel
Kingdom Advisors Document
Newsletters
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.