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.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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) |
|---|---|---|
| Nasdaq 100 | 12,909.44 | +0.63% |
| NYSE Composite | 15,010.47 | -1.29% |
| AMEX Composite | 2,601.66 | -1.80% |
| PHLX Semiconductor Index | 1,354.81 | -0.47% |
| OSX Oil Service Sector Index | 95.32 | -1.45% |
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.