A Bucket Plan to Go with Your Bucket List Events on Wall Street Charitable Giving: Smart from the Heart Raise Your Retirement Income
Agent Photo

Vickery Creek Capital Management, LLC, is an independent, investment advisory company that exists to serve a select group of successful families.

We help these families to:

1) Organize their financial affairs;

2) Make wise investment decisions.

One of the only investment firms in the United States to accurately predict the historic interest rate drop from 2010-2013, as well as the nearing normalization of Fed policy.

Macroeconomic Approach

“Vickery Creek” is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing. We provide tailored solutions to clients in need of a comprehensive investment program coordinated by one of the best investment advisers available.

Vickery Creek is an objective, fee-only firm that does not accept compensation that is based on the investments it recommends. This critical distinction means that the company's revenue is inextricably tied to the performance of client accounts. It is therefore in our best interest for client investments to perform well. Vickery Creek receives payment in a clear, direct and transparent way.  We utilize bonds, stocks, ETFs, and mutual funds to help clients provide income now and income later for retirement.  In addition, we use fixed index annuities, survivorship insurance, and long term care insurance when needed.

Please know that if you are a client or a prospective client, this company was created for your benefit. Each person who works for this company has a great job and people like you make it possible. Thank you for your business / your interest in our company.

Please let us know if you would like to receive our complete Form ADV - which is public domain and on file with NASAA, FINRA, and the SEC by emailing a request to:  invest@vickerycreek.net

 

Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow