• Home
  • About
    • Our Values
    • Employment Opportunities
    • Blog
    • Client Reviews
  • Services
    • Services For Individuals
      • Personal Financial Planning
      • Retirement Planning
      • Estate Planning
      • Elder Care
    • Business Services
      • Small Business Accounting
      • Payroll
      • Part-Time CFO Services
      • Audits - Reviews - Compilations
      • Forensic Accounting
      • Cash Flow Management
      • Bank Financing
      • Business Valuation
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
      • Non-Profit Organizations
      • Internal Controls
      • Litigation Support
    • Tax Services
      • Tax Preparation
      • Tax Planning
      • Tax Problems
        • IRS Audit Representation
        • Non-Filed Tax Returns
        • Back Taxes Owed
        • Payroll Tax Problems
        • IRS Liens
        • IRS Levies
        • IRS Wage Garnishment
        • IRS Seizures
        • IRS Payment Plan
        • Offer In Compromise
        • Bankruptcy
        • Innocent Spouse Relief
        • Get Your IRS File
    • QuickBooks Services
      • Why QuickBooks
      • QuickBooks Setup
      • QuickBooks Training
      • QuickAnswers
      • QuickTune-up
      • QuickBooks Tips
      • Buy QuickBooks and Save
  • Newsletter
    • This Month's Newsletter
    • Previous Newsletters
    • Today's News and Weather
  • Guides
    • Life Events
    • Business Strategies
    • Investment Strategies
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
    • Frequently Asked Questions
  • Tax Center
    • Track Your Refund
    • Tax Due Dates
    • Tax Rates
    • IRS Tax Forms and Publications
    • Record Retention Guide
    • State Tax Forms
  • Resources
    • Financial Calculators
    • Client Portal
    • SecureSend
    • Recommended Books
    • Internet Links
    • News
  • Contact
David F. Rogers, CPA, PLLC
Show/Hide: Quick Links & Client Portal
Our Services About Us Newsletter

Our Services

About Us

Newsletter

 
Click Here to Register  

Investment Strategies

Investment Strategies



Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides



Financial GuidesInvestment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions



Frequently Asked QuestionsInvestment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions


Financial Calculators



Financial CalculatorsHow Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire


David F. Rogers, CPA, PLLC
1846 East Innovation Park Drive
Oro Valley, AZ, 85755
Phone: (520) 268-8874
info@davidrogerscpa.com

Login   Search   Site Map   Privacy Policy   Disclaimer