Hake Investments, Inc.

YOUR SOURCE FOR EXPERT AND INDEPENDENT INVESTMENT ADVICE

 

As a family-owned, independent investment firm, Hake Investments, Inc. is committed to helping our customers meet their long-term financial goals.  We are dedicated to offering quality investments and believe in providing the outstanding level of customer service our clients deserve.  With over 40 years of family experience we believe that our Independence, Experience and Success are our best assets. 

 

DON'T FORGET TO TELL YOUR FAMILY AND FRIENDS ABOUT US! YOUR REFERRAL IS OUR BEST COMPLIMENT! 

 

 

 

CLICK HERE FOR ONLINE ACCOUNT ACCESS

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

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New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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