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.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
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.
April 25, 2019 @ 12:33 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.2% | |
| Dow Jones Transportation ETF | -0.7% | |
| Dow Jones Utilities ETF | +0.2% | |
| Nasdaq Composite ETF | +0.0% | |
| Nasdaq 100 ETF | +0.3% | |
| S&P 500 ETF | +0.0% | |
| S&P 100 ETF | +0.2% | |
| S&P Mid-Cap 400 ETF | -0.3% | |
| PHLX Semiconductor Index ETF | -0.7% | |
| OSX Oil Service Sector Index ETF | -9.2% |
[ 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.