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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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.

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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