For Generations to Come
Founded in 2006, Loyola Asset Management is an independent advisory firm dedicated to helping domestic and international clients grow and preserve their wealth. Through tailored guidance and unbiased advice, we are proud to provide a broad range of services which allow us to pursue a suitable path forward for each individual. Our team invests in developing deep relationships with our clients, strengthening our ability to determine how affluence can be used to obtain their life goals.
Operating in a multicultural, family-like environment enables us to leverage diverse perspectives when finding solutions to complicated financial problems. While the needs of our clients often vary, our commitment to their priorities never wavers. Loyola was established to keep our client’s best interests front and center, and more than a decade later this remains the cornerstone of our practice.
Who We AreWho We Are
Loyola’s team of experts strive to create a higher purpose for your wealth by connecting your personal goals with your financial objectives.
Helpful Content
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?