Investment Strategies

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides

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Investment Basics: What You Should Know Asset Allocation: How To Diversify For Maximum Return The Secret of Creating Wealth Buying On Margin: How It Works and What To Watch Out For Financial Planning Checklist Investment Clubs: What You Need To Know Swap Tactic Lets You Defer Capital-Gains Tax Changing Jobs? Don't Forget Your 401(k) How Brokers Execute Trades: What Every Investor Should Know Investing In Mutual Funds: The Time-Tested Guidelines Mutual Fund Taxation: How To Cut The Tax Bite Penny Stocks: How To Investigate Them and Avoid the Traps Annuities: How They Work and When You Should Use Them 10 Retirement Saving Tips Your Retirement Plan: How To Get Started Roth IRAs: How They Work and How To Use Them

Frequently Asked Questions

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Investment Options: Frequently Asked Questions Mutual Funds: Frequently Asked Questions Stocks: Frequently Asked Questions Bonds: Frequently Asked Questions Annuities: Frequently Asked Questions Retirement Assets: Frequently Asked Questions Developing a Financial Plan: Frequently Asked Questions IRAs: Frequently Asked Questions Traditional vs Roth IRAs: Frequently Asked Questions

Financial Calculators

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Variable Annuity Calculator Traditional IRA Calculator Retirement Planner Roth IRA Calculator Roth IRA Transfer Evaluator Required Minimum Distribution Calculator Savings After Inflation And Taxes Calculator Cost of Delaying Savings Calculator Become A Millionaire Calculator

Spiegelberg Financial Services
11933 West Burleigh St
Wauwatosa, WI, 53222
info@spiegelbergfinancial.com
Phone: (414)777-1040
Fax: (414)777-1099

Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Spiegelberg Financial Services, LLC is independent of ProEquities, Inc.
Please be advised that presently Jim Spiegelberg holds Series 6 and 63 licenses in the state of Wisconsin. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jim Spiegelberg before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.