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Cumulare Asset Management

3893 NW 88th Terrace
Hollywood, FL 33024

Phone:

954-457-2256

Fax:

305-564-6964

E-mail:

partnermail@cumulareassetmanagement.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Alan Miller, CFA is a Fellow of the Institute of Actuaries in London, specializing in Investments. He is also a Fellow of the Society of Actuaries in Illinois, USA. From 2005 to 2012, he served as CEO of Barclays' South African investment businesses. From 2000 to 2005, he was CEO of STANLIB Asset Management, part of Standard Bank. He managed the Liberty Life Shareholders' Long Term Portfolio and the LIBAM Hedge Fund. Alan is an expert on the application of quantitative tools and statistics to investments.

Newsletters

Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

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

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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