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!
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A collection of tips from professional travelers.
Life insurance proceeds are generally tax-free. But not in all cases.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.