Sourcenet Investment Services Llc

Balanced Investment & Wealth Management

Welcome to Sourcenet Investment Services LLC, your source for balanced investment services, wealth management, and real estate investment securities.

Jack Creighton

We are here to work with you and together devise strategies for your financial goals and your family needs.

Our investment strategy is simple; invest based upon fundamentals and performance. We look for long term strength coupled with management experience.

Where is the income generated? What are the hard assets? Is management experienced and competent? These are basic investment evaluation questions; we ask them and expect answers.

Central to our strategy are real estate investment securities. Properly utilized they may produce income, capital preservation and long term performance.

The Sourcenet Investment balanced wealth strategy is based upon the income and stability that, we believe, real estate investment securities may provide. With over thirty years experience in this sector we believe we bring a level of expertise not offered by other firms.

We offer no obligation consultations. Our analysis and insights are valuable and freely provided.  Call or contact us now.

 

Sourcenet Investment Services LLC also offers Section 1031 Tax Deferred Exchange Securities
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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