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
-
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.
-
Monetary Policy Update
How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.
-
PPO or HDHP? Making Health Insurance Choices
The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Market Watch
October 22, 2018 @ 12:03 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.2% | |
| Dow Jones Transportation ETF | -0.1% | |
| Dow Jones Utilities ETF | -0.4% | |
| Nasdaq Composite ETF | +0.2% | |
| Nasdaq 100 ETF | +0.5% | |
| S&P 500 ETF | -0.1% | |
| S&P 100 ETF | -0.1% | |
| S&P Mid-Cap 400 ETF | -0.0% | |
| S&P Volatility Index ETF | +9.2% | |
| PHLX Semiconductor Index ETF | +0.3% | |
| OSX Oil Service Sector Index ETF | -8.3% |
[ 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.