R. Ronald Panigrosso Louis R. Panigrosso President Vice President
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Financial Information and Insurance Programs
That are Truly Independent
Confidential Brokerage Services is a full-service financial firm committed to helping people pursue their financial goals and understanding their insurance needs. We offer a wide range of financial and insurance products to individuals and business owners. WE MARKET NO PROPRIETARY PRODUCTS.
We believe we can help you better identify your goals and make sound financial decisions for you, and your family.
Please call us if you have questions about the financial and insurance services we provide. Confidential Brokerage Services looks forward to hearing from you.
Newsletters
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.