Alex Gallego

Alex Gallego

Gallego Financial Group

 

 

 

Gallego Financial Group at Stifel Nicolaus 

Thank you for visiting our web site. If you are a Gallego Financial Group client, we thank you for your trust and support. We look forward to continuing our relationship and continuing to help reach for your financial goals and objectives.

If you are just visiting, please take some time to explore our site. We would love to talk with you about your financial goals and objectives and build a plan to help pursue them.

 

 

New Section - Market Insight and News

Updated Sections - Our Calender

 
Calculators

Risk Tolerance

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

More Newsletters →