Bavarian Wealth Management, Inc. was founded on September 13th, 2004 in an effort to expand the  Financial Advisory Practice of Anthony P. DiNatale, an Independent Advisor Representative, with operations based in the Poydras Plaza highrise, in the Downtown District of New Orleans, Louisiana. 

Since that time, Bavarian Wealth Management has grown to include additional Independent Advisor Representatives, Insurance Agents, and Administrative Staff, offering Investment Strategies and Insurance Solutions to Clients.  The Firm is a Registered Investment Advisory in the States of Louisiana and Texas.

We look forward to exploring how we can assist you with your Investment Plan and Insurance Policies.

College Funding

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

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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