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...
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
How much will it cost to pay off a loan over its lifetime?
How much would your monthly lease payment be?
This calculator can help you determine whether you should consider converting to a Roth IRA.
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) |
|---|---|---|
| Dow Jones Industrials | 22,653.86 | -0.12% |
| Dow Jones Transportation | 7,865.49 | +0.35% |
| Dow Jones Utilities | 750.81 | -0.96% |
| Nasdaq 100 | 8,049.31 | -0.40% |
| NYSE Composite | 10,537.04 | +0.21% |
| AMEX Composite | 1,588.89 | +0.35% |
| PHLX Semiconductor Index | 1,585.38 | -0.47% |
| OSX Oil Service Sector Index | 25.84 | +1.09% |
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.