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.
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.
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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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,827.36 | +0.36% |
| Dow Jones Transportation | 9,235.70 | +0.90% |
| Dow Jones Utilities | 786.89 | +0.22% |
| Nasdaq 100 | 10,341.89 | +0.61% |
| NYSE Composite | 11,991.52 | +0.76% |
| AMEX Composite | 1,989.24 | +0.67% |
| PHLX Semiconductor Index | 1,993.61 | +1.35% |
| OSX Oil Service Sector Index | 32.73 | +0.98% |
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.