Services

“Margin of safety”… the 3 most important words in investing, according to Warren Buffett

Warren Buffett says investing with a margin of safety is the primary concept that has made him billions. He learned this idea from his teacher Benjamin Graham at Columbia as a young student. We ...

Read more →

Portfolio review

To introduce you to Protected Capital Management, we offer a free portfolio review to help you improve your holdings, reduce risk and boost your income. This comprehensive review and retirement planning review is ...

Read more →

401K & IRA Rollovers

The current tax laws allow 401K, IRA, Roth, SEP, Simple, (after 2 years), 457, pensions (if the plan allows) and 403(b) plans to be rolled over to an IRA. In almost all ...

Read more →