Foundation Capital Management, Inc.

FOUNDATION CAPITAL MANAGEMENT, LLC.

2100 Swede Road East Norriton, PA 19401

Phone:

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.