PNI Capital Partners

PNI: Protect, Navigate, Invest

Here at PNI, we know just how hard you have worked to accumulate your assets, so we work just as hard to protect as well as grow those assets. Our goal is to help you navigate these volatile markets while managing risk and optimizing returns. We specialize in custom tailoring portfolios for each individual. To help clients achieve their goals, we look to all asset classes, including real estate, oil and gas, insurance and other non-correlated assets as well as the traditional equities and bonds. Quite simply, we aim to take the confusion out of your investment planning. Whether your strategy is aligned with retirement, income distribution, higher education, or any other investment goal, your PNI consultant is with you every step of the way. Experience the difference for yourself; open an account with us today.

                      
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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