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Latest Articles

Retirement

  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Inflation & Your Money

Insurance

  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare
  • Medicare Advantage 101

Money

  • Personal Finance Calendar
  • What If Your Kids Decide Against College?

Lifestyle

  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
 

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Office: 205.623.3645

Fax: 205.972.1213

2 Perimeter Park S

Suite 140E

Birmingham, AL 35243

Mcaputo@investheadwater.com

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Michael Caputo is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Headwater Asset Management is not affiliated with USA Financial Securities.

Michael Caputo is authorized to transact securities related business and investment advisory services only in states where he/she is properly registered. For investment products and services these states include: AL; FL. For investment advisory services theses states include: AL; FL; NC. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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