Jerrold E. Slutzky, J.D., CFP®, President
Welcome to the Tampa Bay Wealth Advisory Services website. We are a Tampa Florida based provider of professional wealth advisory services including: tax management, investment management, retirement strategies, estate conservation and we offer insurance and annuity products.
We have a wealth of information and resources available to you in the form of newsletter articles, calculators, and research reports, as well as a link to your accounts via eMoney Advisor.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jerrold E. Slutzky, J.D., CFP®
President
Investment Advisor Representative
LPL Financial
Newsletters
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?