Welcome to Source Rock Capital Management!
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit!
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are common mistakes you can avoid when saving for retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are hundreds of ETFs available. Should you invest in them?