A Leader in Institutional Investment Solutions

Panter & Kelly Financial LLC is an investment advisory firm overseeing more than $560 million in corporate pension and foundation assets.  Our professionals combine a wealth of financial experience with an unparalleled level of client service, to provide one of the best investment  platforms in the industry today.

In today’s business climate, a properly structured and managed defined benefit plan is critical to a company's financial health.  Our solution enables clients of any size to realize significant cost savings, improved risk-management and investment diversification, while relieving company personnel of considerable administrative and fiduciary responsibilities – allowing them to focus on their core business mission.

Our defined contribution platform includes a wide variety of world-class investment managers and highly customized participant education, resulting in increased employee satisfaction and fiduciary protection.

 

 
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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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