Financial Peace of Mind
Take command of your wealth. At Speight Asset Management, LLC., we specialize in helping successful professionals and retirees secure their financial future. With over 28 years of industry experience, we are dedicated to simplifying the complexities of your financial life.
From portfolio management and financial planning to risk management and more, we focus our expertise on promoting your continued success. Above all, we make it our mission to bring clarity to your financial situation and build confidence in your future.
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How We Help
Keeping relationships at the heart of our firm, we deliver the highest level of client service.
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Download The SECURE Act: What Does it Mean for You? Ebook!
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
Helpful Content
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.