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2065 1st Street
Slidell, LA 70458

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Pontchartrain Investment Management

(985) 605-5066

 
Tax Season Is Here! Your Money, Your Goals, Our Guidance The Cycle of Investing Ready for Retirement? Bridging the Confidence Gap

Our Process Overview

Your Money, Your Goals, Our Guidance!

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 our 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 our website, send us 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. 

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Rightsizing for Retirement

What does your home really cost?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Surprises

Making the most of surprises is a great reason to work with us.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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