Metatrends, LLC is an independent Registered Investment Advisor providing investment advice and management, along with financial planning for individuals, families, corporate pension and profit sharing plans, trusts, and estates.
We work with you to establish a long term relationship based on trust to help you and your family reach your goals.
Newsletters
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?