Wells Fargo Advisors Financial Network, LLC

Welcome to the Liebert Investment Management website.  In what follows we will provide you a thumbnail sketch of who we are and how we strive to help you reach your financial goals.

Liebert Investment Management, incorporated in December 2006, was established solely to help ensure that its clients are provided the fullest possible array of financial services guided always by the principles of Trust and Integrity. With over fifty three million dollars in assets (as of 4/30/08), the firm offers both fee based and transactional based management and welcomes accounts of any dollar size.

We are investment professionals whose whole lives, apart from children and spouses, are spent acting as financial advisors for our clients.

In perusing our website you will find a wealth of useful financial information including calculators, articles, a portfolio tracker and more.

Please feel free to visit us in person as well as making full use of our website.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Loan Payoff

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

More Calculators →

Newsletters

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

More Newsletters →