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.
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.
Newsletters
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,383.11 | -0.07% |
| Dow Jones Transportation | 8,969.79 | -0.40% |
| Dow Jones Utilities | 806.92 | +0.76% |
| Nasdaq 100 | 9,555.52 | +1.47% |
| NYSE Composite | 11,802.95 | -0.02% |
| AMEX Composite | 1,921.86 | -0.62% |
| PHLX Semiconductor Index | 1,852.49 | +2.65% |
| OSX Oil Service Sector Index | 32.45 | -1.46% |
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.