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To Achieve Financial Success For Our Clients, One Generation At A Time
CALCULATORS
Financial calculators for estimating various related Financial questions.
VIEW CALCULATORSNewsletters
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Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
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Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,511.05 | -0.18% |
| Dow Jones Transportation | 10,977.06 | -0.10% |
| Dow Jones Utilities | 770.94 | -0.15% |
| Nasdaq 100 | 7,713.49 | +0.31% |
| NYSE Composite | 12,914.29 | -0.07% |
| AMEX Composite | 2,605.99 | +0.69% |
| PHLX Semiconductor Index | 1,558.29 | +0.01% |
| OSX Oil Service Sector Index | 102.07 | +3.03% |
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