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 30 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
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.