Wachovia Securities

A Personal Approach To Investing

Welcome to our Web site, where you will find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of valuable information, including calculators, articles, a portfolio tracker, and more.

We expect your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly we hope you learn more about who we are and that you see the value of working with us to pursue your financial goals.

We are here to help educate you about the basic concepts of investment planning.  Our goal is  to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

If you are an investor who demands sound financial advice, call or stop by our financial center today.  We welcome the opportunity of helping you reach your financial goals.  We look forward to serving you for many years to come.


Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

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