Welcome to J Dostal Investments, Inc.

Helping you achieve your financial objectives.

Here you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports.

The success of your investment program depends on the performance of the equities in your portfolio. Our specialty is in designing and managing an investment portfolio with the goal of maximizing your return.

An important step you must take is to contact us. Joseph Dostal has over 45 years of experience in the investment field. We believe you will be impressed with our investment strategy and our team. Let us help you achieve your investment objective.

J Dostal Investments Team

J Dostal Investments, Inc., is a registered investment advisor with the state of Washington.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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