Pontchartrain Investment Management, Slidell, LA Videos

What a wonderful White Linen & Lagniappe ☂️Thanks to all who joined us at Pontchartrain Investment Management!

The bravery and service of our nation's heroes will never be forgotten. Please note our office is closed today in observance of #MemorialDay 🇺🇸

We are so proud of all of the ways our team gives back! In honor of #CommunityServiceMonth and #VolunteerWeek here is a look back at just some of the work they do for our community.

Are you ready to climb your mountain? https://www.mypontchartrain.com/contact-us

Here are three moves we can discuss together that may be helpful during the current market downturn. 1. Invest Your Excess Cash: If you have excess cash earmarked for a long-term goal (retirement or college, for example), a downturn may present an opportunity. Over the last three years, the Standard & Poor’s 500 compounded annual growth rate was 9%. Even with all the pandemic-related volatility, that’s still shy of its historical average. 2. Consider Series I Savings Bonds: With inflation at 40-year highs, you might consider some fresh ideas for investing. I Bonds pay a rate of return plus inflation protection and are backed by the U.S. government. You can visit TreasuryDirect.gov to open a free account (and as always, reach out if you have any questions). 3. Take a Look at Taxes: Each year, taxpayers can deduct up to $3,000 in realized losses. If your losses exceed $3,000, you may be able to carry them forward into future years. Make sure to speak with your tax professional before making any decisions.

Your will, trust, and powers of attorney should be reviewed regularly, once a year if possible. Time can alter priorities and intentions! #wednesdaywisdom

Buffett’s words remind us that pullbacks, corrections, and bear markets are an expected part of the investing process. Please reach out if you have any concerns, but in the meantime, take a break from watching too closely. That’s why we’re here. https://www.mypontchartrain.com/contact-us

Taking steps to help protect your estate is a key financial choice. Connect with us to discuss appropriate strategies to maximize your opportunities and help manage stress for your loved ones. https://www.mypontchartrain.com/contact-us

Taking steps to help protect your estate is a key financial choice. Connect with us to discuss appropriate strategies to maximize your opportunities and help manage stress for your loved ones. https://www.mypontchartrain.com/contact-us

Let's talk about your financial future! We're just a call away and here to help! 📞 (985) 605-5066

If you have questions about insurance, Kelly should be your #1 resource! He will help you with all your Life, Long Term Care, and Disability Insurance needs. #LifeInsuranceDay

April is Financial Literacy Month. If you haven't put some thought into Asset Protection Strategy, now would be a great time to do that. It's important to make sure you've taken appropriate steps to protect your assets - for yourself, and for future generations. 💻 : www.mypontchartrain.com/contact-us

Happy #InternationalWomensDay! We are so proud of Sue and LuAnn for their dedication as Rosies for East St. Tammany's Habitat for Humanity!

With a savvy financial strategy in place, you can be more confident about the future💡

If something happened to you, what would happen to your email archives, social profiles, and online accounts? Protect your digital estate. #wednesdaywisdom #nationalsafetymonth

We are a team of financial advisors with diverse backgrounds and a common vision to provide independent, comprehensive financial planning and investment management 🌟