Matrix Wealth Management

Buck Bandura, Branch Manager, CFP ®

Welcome to our Website, structured to assist you, our valued client, with a wide variety of useful information, including investment planning calculators, research driven newsletters, a portfolio tracker, information on our team and their credentials and contact data. 

Please join us often at this site, as we hope to offer you the latest trends in wealth management.  We encourage you to share this site with your family, friends and business associates so they too can realize the opportunities of working with a CERTIFIED FINANCIAL PLANNER™ professional.  Don't hesitate to email or call us as we are never too busy for your questions.

Buck Bandura, CFP®

 

 

College Funding

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →