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.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
How much will it cost to pay off a loan over its lifetime?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,585.69 | +0.37% |
| Dow Jones Transportation | 10,137.59 | -0.33% |
| Dow Jones Utilities | 804.71 | -0.31% |
| Nasdaq 100 | 7,300.96 | -0.10% |
| NYSE Composite | 12,581.36 | +0.45% |
| AMEX Composite | 2,489.97 | +0.20% |
| PHLX Semiconductor Index | 1,311.97 | -0.82% |
| OSX Oil Service Sector Index | 77.95 | -1.50% |
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.