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.
Some stocks and stock funds may help reduce the volatility in a portfolio.
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
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.
January 21, 2019 @ 03:49 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.6% | |
| Dow Jones Transportation ETF | +1.5% | |
| Dow Jones Utilities ETF | +0.1% | |
| Nasdaq Composite ETF | +0.4% | |
| Nasdaq 100 ETF | +0.6% | |
| S&P 500 ETF | +0.5% | |
| S&P 100 ETF | +1.0% | |
| S&P Mid-Cap 400 ETF | +0.4% | |
| S&P Volatility Index ETF | -6.6% | |
| PHLX Semiconductor Index ETF | +1.6% | |
| OSX Oil Service Sector Index ETF | +25.2% |
[ 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.