Coburn & Meredith, Inc.

Coburn & Meredith, Inc. has been representing individuals and institutions in capital markets since 1934.  For over 75 years we have held fast to our commitment to independence and to placing the interests of our clients above all else. 

With unbiased professional advice and one of the broadest offerings of financial products and services available anywhere, we can give our clients more than just solutions to their financial needs. 

We give them the right solutions

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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