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
-
Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
-
Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
-
Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
-
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Market Watch
June 25, 2019 @ 03:26 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.2% | |
| Dow Jones Transportation ETF | -0.3% | |
| Dow Jones Utilities ETF | -0.2% | |
| Nasdaq Composite ETF | -0.5% | |
| Nasdaq 100 ETF | -0.9% | |
| S&P 500 ETF | -0.3% | |
| S&P 100 ETF | -0.7% | |
| S&P Mid-Cap 400 ETF | -0.1% | |
| PHLX Semiconductor Index ETF | -0.6% | |
| OSX Oil Service Sector Index ETF | +1.3% |
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.