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®

 

 
Calculators

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 →

Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

More Newsletters →