WelshireSM Capital, LLC
Who We Are
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WelshireSM Capital Wealth Planning, Protection and Management
Our passion is to creatively inspire our clients to live their lives to the fullest through helping them identify and attain their personal and financial goals. We accomplish this mission through education, communication, and striving for consistently remarkable service and results.
Our Value Proposition
- WelshireSM Wealth Planning - Fostering True Wealth
- WelshireSM Wealth Protection - Helping you keep together what you’ve worked so hard to put together
- WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
- WelshireSM Wealth Services - Transparent, Proactive Service Focused on You
*© fi360, Inc. Used with permission
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Simple steps may help you foil hackers and protect your privacy.
An inside look at how marginal income tax brackets work.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Learning more about gold, and its history, may help you answer that question.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.