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14 Vanderventer Ave, Suite 200
Port Washington, NY 11050

Phone:

516-439-5525

Fax:

516-439-5528

E-mail:

Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts.

​Our financial planning process is designed to help our clients visualize, plan and achieve their financial objectives. We create a path towards goals such as retirement, college funding, and legacy planning.

Our investment process emphasizes risk management as a core philosophy. Using our propietary investment model, the Dynamic Market Risk Indicator (DMRI) we design diversified, low-cost portfolios to meet our client's individual goals.

Suggests considering life insurance for stability during uncertain markets.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Explains special costs and financial implications of condo ownership.

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Determine whether you should consider refinancing your mortgage.

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

How much do you need to save each year to meet your long-term financial goals?

Estimate the future value of your current savings.

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