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.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Is your personal inflation rate higher or lower than the CPI?
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,962.44 | -0.66% |
| Dow Jones Transportation | 10,006.03 | -0.75% |
| Dow Jones Utilities | 834.45 | -0.23% |
| Nasdaq 100 | 7,664.47 | -0.71% |
| NYSE Composite | 12,599.41 | -0.70% |
| AMEX Composite | 2,410.05 | -0.37% |
| PHLX Semiconductor Index | 1,498.90 | -0.54% |
| OSX Oil Service Sector Index | 64.52 | -1.26% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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