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 softwareDo you know the differences between open-end and closed-end funds? This article compares the two.
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much will it cost to pay off a loan over its lifetime?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Last Closing Prices
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq 100 | 12,683.33 | -2.88% |
NYSE Composite | 15,199.19 | -0.51% |
AMEX Composite | 2,642.16 | +0.01% |
PHLX Semiconductor Index | 1,354.81 | -0.47% |
OSX Oil Service Sector Index | 95.32 | -1.45% |
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