575 South Charles Street, Suite 401

Baltimore

21201

Phone:

(410) 377-9780

Fax:

972-380-0097

E-mail:

info@mtvernonassoc.com

Flipbooks

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Contact Us

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Calculators

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Flipbooks 2

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Contact Us 2

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Calculators 2

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Flipbooks 3

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Contact Us 3

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Calculators 3

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Neil H. Resnik, LUTCF

Welcome to our Web site,

Today securities markets appear more complex than ever before. A flood-tide of new investment products has surfaced over the years, adding to the complexity. With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.

In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.

Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.

Newsletters

HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Breaking Down the Numbers: The Soaring U.S. National Debt

Shows U.S. debt and deficit trends as of 2025.

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Concerned About Cyberattacks? The Threat Is Real

Advises small businesses on cybersecurity risk management.

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Calculators

Taxable Equivalent Yield

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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