Your Trusted Partner for All Investment Issues
In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation.
What distinguishes us
Expert advice that achieves optimal results: Learn more about the practices that set us apart from the rest. McCloskey & Associates, is your trusted source for investment guidance.
What we do
McCloskey & Associates, focuses on providing sound financial advice for businesses and for individuals. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Important items to consider when purchasing condo insurance.
Here's a breakdown of how the federal government spends your tax money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.