Welcome to O’Neal, Broach & Still
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Don’t overlook the need for renter’s insurance if you rent your home.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
All about how missing the best market days (or the worst!) might affect your portfolio.
Take a look at this 2017 Market Recap.
What are your options for investing in emerging markets?
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.