
Caleb Davenport welcomes you to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Caleb Davenport is 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. Caleb is a Certified Wealth Strategist, CWS® and an Accredited Investment Fiduciary, AIF®. 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 finance.
We hope you take advantage of our resources and visit us often, not only here, but make it a point to call and set up time to come in to see us personally. Caleb Davenport's compassion and commitment as a financial advisor has led him to dedicate himself to helping clients get through the maze of life's financial uncertainties, which makes him an invaluable friend. It is his desire to help clients find the solutions that will allow them to work towards their own personal financial goals. More about Caleb Davenport.
Newsletters
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.