Our Mission Statement
To Achieve Financial Success For Our Clients, One Generation At A Time
CALCULATORS
Financial calculators for estimating various related Financial questions.
VIEW CALCULATORSNewsletters
-
Monetary Policy Update
How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.
-
How Long Should You Keep Financial Records?
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
-
Keeping Savings on Track with a Spousal IRA
IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.
-
Income for the Long Run
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Car Affordability
How much can you afford to pay for a car?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,691.00 | +0.52 |
| Dow Jones Transportation | 11,233.44 | +0.38 |
| Dow Jones Utilities | 743.64 | +0.35 |
| Nasdaq Composite | 7,824.06 | +0.22 |
| Nasdaq 100 | 7,377.54 | +0.04 |
| NYSE Composite | 12,908.43 | +0.52 |
| AMEX Composite | 2,609.26 | +0.39 |
| PHLX Semiconductor Index | 1,323.41 | -0.73 |
| OSX Oil Service Sector Index | 137.96 | +0.56 |
[ Markets | Charts | Quotes | Portfolio ]
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.