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...
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How Long Will Your Funds Last?
Estimate the future value of your current savings.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,075.30 | +1.44% |
| Dow Jones Transportation | 9,312.48 | +1.88% |
| Dow Jones Utilities | 791.35 | +2.21% |
| Nasdaq 100 | 10,836.33 | +0.76% |
| NYSE Composite | 12,075.58 | +1.23% |
| AMEX Composite | 1,977.91 | +0.36% |
| PHLX Semiconductor Index | 2,069.79 | -0.33% |
| OSX Oil Service Sector Index | 32.10 | +2.79% |
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.