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!
Helpful Content
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment 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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.