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.
A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much will it cost to pay off a loan over its lifetime?
How much do you need to save each year to meet your long-term financial goals?
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.