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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.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Net Worth

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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