Comprehensive, goals based financial planning is how I help people navigate life's financial journey. My mission is to anticipate client needs and provide proactive solutions.
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,883.25 | +1.74% |
| Dow Jones Transportation | 10,567.69 | +0.29% |
| Dow Jones Utilities | 738.52 | +0.42% |
| Nasdaq Composite | 7,472.41 | +0.61% |
| Nasdaq 100 | 7,055.18 | +0.47% |
| NYSE Composite | 12,603.48 | +1.31% |
| AMEX Composite | 2,511.76 | +1.05% |
| PHLX Semiconductor Index | 1,351.18 | +0.53% |
| OSX Oil Service Sector Index | 98.58 | +2.61% |
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