Why Otto Ray?
- 26 years of Experience in the Financial Services Industry
- Committed Team Establishes Long and Trusted Relationships
- We Simplify the Process of Investing and Managing Risk
- We Provide Ethical Client Service
- We Make Surpassing Service Expectations a Priority
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
It's important to understand how inflation is reported and how it can affect investments.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the social impact of investing is just as important as the return, perhaps more important.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The tax rules that govern donating art are complex and confusing. Take a closer look.
However exciting retiring abroad may sound, it deserves considerable planning.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
Have you explored all of your choices when it comes to managing your taxable income?