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.
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
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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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.
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.