Wachovia Securities

Managing Money - Managing Risk

Our Mission

Our mission is to develop and maintain long-term client relationships with successful individuals and their families, organizations, and institutions by providing superior client service and achieving attractive portfolio returns for our clients. Our vision is to be the most sought-after investment consultant team in the region with the establishment of a finely-tuned team of knowledgeable professionals committed to helping you prosper. Our values of honesty, professionalism, and personal fulfillment will govern our recommendations, communications, and dedication to helping you succeed financially. More...

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE This information is intended for use only by residents of AK, AL, AR, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI, and WV. Securities-related services may not be provided to individuals residing in any state not listed. Insurance-related services may not be provided to individuals residing in any states other than FL, GA, NC, PA, TN, VA. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Wachovia Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

IPO Trends

Though experts are expecting 2007 to be another big year for initial public offerings, or IPOs, the U.S. IPO market may not be the same as in years past.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

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