Foundation Capital Management, Inc.

 




 

FOUNDATION CAPITAL MANAGEMENT, LLC.

                                                              Your Financial Architect

 

 2100 Swede Road
East Norriton, PA 19401

Charles Minnich, CFA, MSFS, CLU, ChFC, ATP, AEP 

Michael Natale, MSFS, CLU, ChFC, ATP

Email:  Mike or Chuck

Tel: (610) 278-6961
Fax: (610) 278-9974


WHO WE ARE:

Foundation Capital Management, LLC. is an independent financial consulting firm headquartered in East Norriton, Pennsylvania. We provide a full range of financial services to individual, business and institutional clients.

OUR PHILOSOPHY:

We strive to maintain the highest ethical standards and the greatest possible professional competence for the benefit of our clients. With each client, we emphasize service. We strive to provide this service by effectively utilizing our extensive resources, experience, independence and education; tailored to the client's best interest.


  

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

More Newsletters →