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14 Vanderventer Ave, Suite 200


Port Washington

,

NY

11050

Phone:

516-439-5525

Fax:

972-380-0097

E-mail:

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Flipbooks

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Calculators

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Flipbooks 2

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Please feel free to contact us with any questions.

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Calculators 2

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Flipbooks 3

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Please feel free to contact us with any questions.

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Calculators 3

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Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts.

​Our financial planning process is designed to help our clients visualize, plan and achieve their financial objectives. We create a path towards goals such as retirement, college funding, and legacy planning.

Our investment process emphasizes risk management as a core philosophy. Using our propietary investment model, the Dynamic Market Risk Indicator (DMRI) we design diversified, low-cost portfolios to meet our client's individual goals.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Phased Retirement Can Help Smooth the Transition

Covers advantages of phased retirement for employees and employers.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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