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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding the value of a home warranty.
Tips on insuring your teen driver.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.