The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Upcoming Events

Dynasty Advisors is a proud supporter of the Mercer Museum and co-sponsor of "The DOAN GANG: Outlaws of the Revolution" Exhibit, available now - December 2026 to visit. We would like to invite you, your family, and friends to enjoy this exhibit. We know that you will fall in love exploring the full Mercer Museum, located at 84 S Pine Street, in charming downtown Doylestown, PA . The Mercer Museum is located across the street from Bud James' Dynasty Advisors office on Green Street. Bud's love for photography is fueled by his stunning view and appreciation of history. Bud has also been a longtime member of the "rainmakers" club, which gives him the opportunity to visit the museum as often as he likes. He has been invited to spend time photographing rooms in the museum, which is an honor and a photographer's dream! Click on the event topic to read more details and how to reserve your complimentary tickets!
September 10, 2024 - December 31, 2026
9:00a - 5:00p

LUNCH & LEARN: WASHINGTON POLICY UPATE AND PLANNING CONSIDERATIONS - Don't miss this webinar and share this webinar! Join the Dynasty Team and Guest Speakers Taylor Topousis, Market Strategist for the Franklin Templeton Institute and Grace Bumpus, Senior Wealth Planning Specialist, Franklin Templeton for this informative discussion. It all starts with a conversation... And Leads to a Plan. CLICK on the left title to see more information about the webinar. Thank you! This is just one of many, and our goal is to educate you on different facets of a portfolio on a monthly basis! If you are new to our webinars, or using Zoom Webinar and need help getting started, include that information in the message area when registering and you will contacted for assistance.
October 29, 2024

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