Arete Wealth Management
Financial Advisor, Mark Schrader has over 30 years of experience advising individuals on achievment of their financial goals. He has a particular affininty for designing programs for the distribution phase of retiretement. Creating personal pension programs to help fill or supplement the gap caused by the disappearance of traditional company pensions and to maximize the benefit of IRA and 401k plans.
Mark earned his bachelor's degree at St. John's University where he was one of three nominees for the Gold Key award in economics and finance. Prior to joining Arete Wealth Managemnet, Mark worked for other major financial institutions such as, Oppenheimer & Co Inc, Chase Investment Services and Citigroup/Smith Barney. He currently holds the general securities Representative License (Series 7), the Uniform Investment Advisor Law Exam (Series 65) and the National Commodities and Futures Exam (Series 3). He is also licensed as an agent for Life and Health insurance as well as annuities in the states of New Jersey, New York and Pennsylvania.
If you have a question regarding investments be it conceptual or a specific stock,bond or mutual fund Mark has accumulated the knowledge to find answers. E-mail your questions to mschrader@fincadia.com or request an appointment to help address your personal concerns.
Through this site you can learn of the depth and quality of financial services Mark and Arete Wealth Management can provide. To have a program specifically tailored to your situation contact Mark at above numbers or addresses. He will provide you with recommendations to help you work towards your financial well being.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.