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.

Loan Payoff

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

More Newsletters →