Own Your Financial Future
At Fish and Associates our goals are not just about ROI (return on investment) but a Return on Life. This concept enables us to help you take charge of your financial future by answering the question, “Are you using your money in a way that is improving your life?” Over the years we have developed a reputation in Memphis for being a firm where your experience as a client is our top priority. You’ll never be just an account number. Your individuality is something to be celebrated, and you’ll feel the difference the moment you walk in the door. We believe that every client has the potential to be a wealth-creator and take charge of their future. As a woman-owned and operated firm, we have a distinct capability to understand and serve the financial needs of women, and we also have a passion for addressing the financial planning needs of the LGBT community. We encourage you to actively engage in the process of planning and securing your financial future.Learn More
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How to help determine life insurance needs to provide for your family after you pass away.
What can be learned from the savings rate?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A collection of tips from professional travelers.
The item most homeowners forget on their home improvement project checklist is insurance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.