Agdeavor Investments

Agdeavor Investments Agdeavor Investments is a fee-only wealth coaching and advisory firm located just outside the Columbus, Ohio outer beltway in Grove City.

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed contin...
12/07/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 U.S. Markets Stock prices surged last month as positive inflation data and falling bond yields emboldened investors. The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, whic...

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
11/29/2023

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?
11/27/2023

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
11/24/2023

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Just entering retirement? Here's what you need to know.
11/22/2023

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
11/20/2023

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
11/17/2023

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

You’re the conductor of your 401k, IRA and taxable savings.
11/15/2023

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
11/10/2023

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
11/08/2023

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitica...
11/07/2023

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

Monthly Market Insights | November 2023 U.S. Markets Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month. The Dow Jones Industrial Average fell 1.36 percent while the Standard & Poor’s 500 Index surrendered 2.20 percent. ...

Three important questions to consider before you start taking .
11/06/2023

Three important questions to consider before you start taking .

When to start? Should I continue to work? How can I maximize my benefit?

Address

5701 N High Street , Suite 100
Worthington, OH
43085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16148184466

Website

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