PROFESSIONAL MONEY MANAGEMENT
Most clients don’t have the time and expertise to actively manage all of their investments. With this in mind, we take that responsibility seriously, and provide you with affordable and professional money management.
DIVERSIFICATION
Today’s economy is more global in nature than ever before. Taking advantage of opportunities across different asset classes and the world is important. Diversification assures that investors own a piece of the global economy.
A WELL-ROUNDED FINANCIAL PLAN
There are many potential vulnerabilities to your financial success. What are they and how should you handle them? Our advice is to begin with a well-rounded financial plan that examines your Total Financial Picture.
Newsletters
-
Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
-
Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
-
Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 13,366.40 | -0.29% |
| NYSE Composite | 14,951.84 | -0.45% |
| AMEX Composite | 2,500.31 | -0.74% |
| PHLX Semiconductor Index | 1,354.81 | -0.47% |
| OSX Oil Service Sector Index | 95.32 | -1.45% |
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.