Uncovering Opportunistic Value
Welcome to our Web site,
Today securities markets appear more complex than ever before. A flood-tide of new investment products has surfaced over the years, adding to the complexity. With rapid social, economic and political changes taking place both here and abroad, the art of investing has become increasingly difficult.
In 1986, we set ourselves up as an intentionally small group of professional investment managers, with the purpose of executing a sound investment strategy, tailored to the specific needs of each client.
Mount Vernon Associates provides asset management services for pension funds, profit sharing plans, endowments, foundations, trusts and private investors.
Newsletters
-
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
-
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Savings Accumulation
Estimate the future value of your current savings.