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
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.