Your Education Center
You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
Planning For Retirement
The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. Taking every factor of this important process into account, we construct an easy to follow map toward building and retaining wealth.
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Newsletters
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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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 | 27,173.96 | +1.34% |
| Dow Jones Transportation | 11,270.00 | +1.37% |
| Dow Jones Utilities | 808.13 | +1.53% |
| Nasdaq 100 | 11,151.13 | +2.34% |
| NYSE Composite | 12,485.38 | +0.97% |
| AMEX Composite | 1,931.01 | +0.02% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
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.