Fortney Investment Advisors, Inc.

Modern Portfolio Theory and Passive Asset Class Investing are the Winner's Game

Strategic partners for the prudent investor. Integrating investment management with retirement and estate planning.

Providing investment management services for:

  • Taxable Accounts
  • Self-Employed Retirement Accounts
  • Corporate Retirement Plans
  • Qualified Plan & IRA Rollovers
  • Individual Retirement Accounts
     
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

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