Understand, Educate, Advise
Dennis Loo & Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized strategies seek to grow and conserve your wealth by delivering a professional level of personalized service.
We encourage you to explore our site where you’ll find a wealth of information in the form of articles, calculators and market reports. This website will help you gain a better understanding of financial concepts and strategies and learn more about the services we provide. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 925-962-0433. We look forward to hearing from you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
At what point can you call a personal vehicle commercial?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For homeowners who think their property taxes are too high, there are ways to appeal.
One of the most common questions people ask about Social Security is when they should start taking benefits.
To choose a plan, it’s important to ask yourself four key questions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It’s never a bad time to speak with your financial advisor about changes in your situation.