As you move toward your financial goals you will encounter a degree of uncertainty as you take ‘measured risk’. While the perception of this risk can change through new knowledge and time, it’s important to know where you stand today. Begin the process of knowing your risk preference by clicking here.
Risk AnalysisIf you’d like a free consultation on how your resources can work better for you, please click here and schedule a time to talk.
Purpose designs the right plan for you so that you can get the most out of your resources so you can get the most out of your life. We believe so much in the planning process that we want to make it easy for you to get started. Feel free to click below to have free access to some of our financial planning software.
Planning softwareBegin the process to receive a 29 page Valuation report that includes:
4 business valuation scenarios, a Financial snapshot and 3-year summary,
How your Key Performance ratios stack up against those in your industry and more...
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
Use this calculator to estimate how much income and savings you may need in retirement.
Is your personal inflation rate higher or lower than the CPI?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,400.64 | -0.58% |
| Dow Jones Transportation | 9,005.43 | -1.59% |
| Dow Jones Utilities | 800.80 | +2.97% |
| Nasdaq 100 | 9,416.71 | -0.27% |
| NYSE Composite | 11,804.91 | -0.28% |
| AMEX Composite | 1,933.86 | -1.51% |
| PHLX Semiconductor Index | 1,804.66 | -2.31% |
| OSX Oil Service Sector Index | 32.93 | -0.92% |
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.