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Oil and Gas Professionals. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Around the country, attitudes about retirement are shifting. In life it often happens that the answers to our most pressing questions are right in our own backyards. Welcome to Source Rock Capital Management! What Is a 1035 Exchange? 9 Facts About Social Security. What is the Value of Your Business? Retiremen...

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Oil and Gas Professionals. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Around the country, attitudes about retirement are shifting. In life it often happens that the answers to our most pressing questions are right in our own backyards. Welcome to Source Rock Capital Management! What Is a 1035 Exchange? 9 Facts About Social Security. What is the Value of Your Business? Retiremen...

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Home | Source Rock Capital Management | sourcerockcm.com Reviews

https://sourcerockcm.com

Oil and Gas Professionals. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Around the country, attitudes about retirement are shifting. In life it often happens that the answers to our most pressing questions are right in our own backyards. Welcome to Source Rock Capital Management! What Is a 1035 Exchange? 9 Facts About Social Security. What is the Value of Your Business? Retiremen...

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Tax | Source Rock Capital Management

http://www.sourcerockcm.com/resource-center/tax

Oil and Gas Professionals. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies.

2

Our Mission | Source Rock Capital Management

http://www.sourcerockcm.com/p/our-mission

Oil and Gas Professionals. We strive to provide exceptional service while always keeping our focus on our clients' needs. Your success is our business! Sign up for my Newsletter. Error processing your request. Please try again at a later time. March 6, 2017 - Is a Rate Hike Coming? March 06, 2017. February 27, 2017 - Markets Up, New Data on the Horizon. February 27, 2017. February 21, 2017 - More Record Highs and New Data. February 21, 2017. 5429 LBJ Freeway, Suite 400 • Dallas, Texas 75240.

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All Videos | Source Rock Capital Management

http://www.sourcerockcm.com/resource-center/videos

Oil and Gas Professionals. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. The Power of Tax-Deferred Growth. The decis...

4

Our Process | Source Rock Capital Management

http://www.sourcerockcm.com/p/our-process

Oil and Gas Professionals. We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend. Phase IV: Monitoring and Adjusting. Sign up for my Newsletter. On Wedne...

5

All Calculators | Source Rock Capital Management

http://www.sourcerockcm.com/resource-center/calculators

Oil and Gas Professionals. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Assess Your Life Insurance Needs. Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Interested in a Fuel Efficient Car? Should I Buy or Lease an Auto? Should I Pay Off Debt or Invest? How Much Home Can I Afford? Can I Refinance My Mortgage? What Is My Current Cash Flow?

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Home | Source Rock Capital Management

Oil and Gas Professionals. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. The market is as unpredictable as the weather. We’d love to help you prepare. Around the country, attitudes about retirement are shifting. In life it often happens that the answers to our most pressing questions are right in our own backyards. Welcome to Source Rock Capital Management! What Is a 1035 Exchange? 9 Facts About Social Security. What is the Value of Your Business? Retiremen...

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