6100 Uptown Boulevard NE
Albuquerque, NM 87110

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Gwyther & Holt Investment Advisors

505.798.6947

 
A Fruitful Retirement: Your Social Security Benefit Let's Chat From Boats to Brokers Jane Bond: Scaling the Ladder

Gwyther & Holt Investment Advisors serves women, in every curve of life, and the men who support them. Every woman is individual and independent, regardless of her relationship status or financial position. We believe women demand a different approach to financial well-being, value the highest commitment to service and ongoing communication, and appreciate the attention to detail we consistently deliver. 

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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