Molette Investment Services
Our wealth and investment management approach is uniquely tailored to address the complex financial decisions faced by today’s investors. Our independent fee-based model aligns us with our clients and our investment strategy incorporates all aspects of their financial net worth.
As an RIA, we function differently from stock brokers, insurance agents, or certain financial planners who are not bound by law to serve in their clients’ financial best interest. Molette Investment Services has a fiduciary relationship with our clients, similar to many of our clients who maintain that relationship with their patients and clients.
Our services are designed for investors seeking an alternative approach that is aligned with their sole objective of achieving superior risk-adjusted returns on their hard earned money.
See Wealth Differently
Our purpose is to improve financial security for people by providing strategic advice, world-class implementation, state-of-the-art performance benchmarks and a range of objectively researched, institutional-quality investment products.
We deliver our investment programs by joining forces with some of the leading financial services organizations throughout the world.
Many of the world’s most successful organizations depend on our expertise to help build long-term financial security for their business and their employees. We design investment plans of all sizes to suit each of our client’s particular needs.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Good employee health can be great for the company’s bottom line.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Calculating your potential Social Security benefit is a three-step process.
Technology tips to make your next trip even better.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?