Mosaic Wealth Management, LLC

Theodore J. Vogt, Managing Director, CIO and Carol A. Dehen, Managing Director

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, research reports and fast, easy access to market performance data.  In addition, you will find information about us and our firm as well as a link to view your accounts on-line via our AccountView system.

Our goal is to continually update you about the markets, the economy and what is new in the world of portfolio management.   We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.

If you are already a client, thank you for your friendship and your business.  If you are considering our firm to assist you with your financial needs, please do not hesitate to contact us directly by phone or email as listed here on our website.  We are happy to speak with you, at no charge, to see how we might be of assistance in meeting your personal financial goals.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

More Newsletters →