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
Should I Invest in Gold?
Learning more about gold, and its history, may help you answer that question.
U.S. Personal Savings Rate
What can be learned from the savings rate?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here's a breakdown of how the federal government spends your tax money.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?