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.
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.
Newsletters
-
Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
-
Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
-
Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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.