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 softwareAs 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.
Begin 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...
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.
Will you be able to afford nursing home care?
June 02, 2020 @ 03:52 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.3% | |
| Dow Jones Transportation ETF | +1.1% | |
| Dow Jones Utilities ETF | +0.3% | |
| Nasdaq Composite ETF | +0.2% | |
| Nasdaq 100 ETF | +0.2% | |
| S&P 500 ETF | +0.2% | |
| S&P 100 ETF | +0.4% | |
| S&P Mid-Cap 400 ETF | +0.2% | |
| PHLX Semiconductor Index ETF | +0.8% | |
| OSX Oil Service Sector Index ETF | +3.9% |
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.