Welcome to Stanford Federal Investment Services
Our main goal at Stanford Federal Investment Services (SFIS) is to help you achieve your financial goals and position you to enjoy the rewards along the way. That’s the purpose of our alliance with the investment professionals at LPL Financial—to give you access to a comprehensive and carefully selected array of investment services and insurance products.
Whether your objective is preserving your current wealth or building your nest egg, having an experienced advisor working on your side will make the process easier and your goals more attainable. Even if you don’t have an investment strategy at all, we can help you get started.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.