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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.

Newsletters

Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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More Newsletters

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

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

Home Affordability

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

More Calculators