Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
Will you be able to afford nursing home care?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,222.97 | +0.01% |
| Dow Jones Transportation | 10,537.51 | +1.25% |
| Dow Jones Utilities | 831.33 | +0.82% |
| Nasdaq 100 | 7,904.13 | +0.19% |
| NYSE Composite | 13,168.71 | +0.37% |
| AMEX Composite | 2,568.65 | +0.47% |
| PHLX Semiconductor Index | 1,526.97 | +1.54% |
| OSX Oil Service Sector Index | 75.85 | -0.21% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.