Who We Are
With more than 60 years of experience, we have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We have the knowledge and skills of a big Wall Street firm, but are able to maintain personal relationships with our clients in over 20 states.
What We Do
At Rockport Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
How We Operate
What makes Rockport different from other firms is our commitment to helping clients achieve their financial goals through planning and a risk-managed investing approach.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?