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Slidell, LA 70458

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Pontchartrain Investment Management

(985) 605-5066

 
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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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Saving for College 101

Here’s a crash course on saving for college.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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