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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.
Newsletters
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,383.11 | -0.07% |
| Dow Jones Transportation | 8,969.79 | -0.40% |
| Dow Jones Utilities | 806.92 | +0.76% |
| Nasdaq 100 | 9,555.52 | +1.47% |
| NYSE Composite | 11,802.95 | -0.02% |
| AMEX Composite | 1,921.86 | -0.62% |
| PHLX Semiconductor Index | 1,852.49 | +2.65% |
| OSX Oil Service Sector Index | 32.45 | -1.46% |
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.