Logic Investment Advisors LLC
Gain from an independent perspective.
Logic Investment Advisors, LLC is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Logic Investment Advisors, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Helpful Content
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Glossary of Scam Terms
A helpful glossary of current scams.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?