Welcome to The Patterson Group
Located in Fresno California, The Patterson Group was founded with the goal of assisting our clients in every aspect of their financial lives. In today’s fast-paced business environment, changing times can be quite confusing. That’s why we’ve created a comprehensive wealth management team. We have the resources and know-how to absorb information and adapt to changes in the markets. This ability allows us to serve each one of our clients on a personal level and provide the best service we can.
We strongly believe that this industry requires a team approach. The information to absorb is massive and we understand that you require a quick response to your questions and concerns. Through our dedicated team this information can be absorbed, appropriate recommendations made, and prompt and efficient service given to you the client.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work in 2012 to pay federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?