"Committed to meeting the needs of all of our clients"
Welcome to the W. Fred Thompson & Associates website. My company believes that good financial decisions don't have to be confusing. I can demonstrate simple and prudent techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can email me at wfthompson@sagepointadvisor.com or call 202.574.2771.
Newsletters
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.