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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.
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Income for the Long Run
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
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HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
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HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.
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Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,502.32 | -1.77% |
| Dow Jones Transportation | 10,052.30 | -2.27% |
| Dow Jones Utilities | 784.26 | +0.63% |
| Nasdaq Composite | 7,642.67 | -2.50% |
| Nasdaq 100 | 7,326.06 | -2.23% |
| NYSE Composite | 12,539.41 | -1.90% |
| AMEX Composite | 2,518.95 | -1.93% |
| PHLX Semiconductor Index | 1,400.37 | -2.88% |
| OSX Oil Service Sector Index | 93.82 | -5.24% |
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