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Welcome to Analogous Investment Management, LLC

Analogous Investment Management, LLC provides personalized investment management and strategic financial guidance to help clients pursue long-term financial goals with discipline and clarity.

Today's investment environment presents both opportunities and uncertainty. Our role is to help clients approach those conditions with a structured plan and thoughtful guidance.

Our process centers on three principles:

• Understanding each client's financial goals and priorities
• Developing a clear, disciplined strategy designed to pursue those goals
• Providing ongoing guidance and adjustments as circumstances and markets evolve

This website offers resources designed to help you better understand financial planning and investment management. You will find educational articles discussing important financial concepts, as well as tools and calculators to help evaluate your current financial position and future needs.

We encourage you to explore these resources and return periodically as new information is added.

If you would like to learn more about Analogous Investment Management, LLC or discuss your financial goals, please contact us.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck