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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Tax preparation may be the perfect time to give the household budget a check-up.
A quick look at how federal income taxes work.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?