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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Is Your Financial House Haunted?
It’s nighttime, and you’re walking down a long, dark hallway with only a flashlight to guide you. Suddenly the light falls upon a horrifying sight — is it a creepy clown? Or a flesh-eating zombie? Oh no, it’s something far more ghastly.
Keeping Your Business Strong
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.