Market Watch

September 10, 2010 @ 08:48 PM

Dow Jones Industrials 10,462.77+ 47.53
Nasdaq Composite 2,242.48+ 6.28
S&P 500 1,109.55+ 5.37

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Working Together

As professionals in the financial services industry, we can empathize with the fast pace of our day-to-day lives.  With the joy and responsibility of family, we also can appreciate how important and precious time is.  Providing for and protecting your family, yourself and for many, your business, is a priority that must not be overlooked. 

This site is another venue designed to allow you to communicate your thoughts or concerns at any time and know you will get a response.  It is also a way to get information and knowledge to continue to increase your comfort in our process and relationship.  We value the relationship we have built with our many clients. We hope to continue servicing your needs throughout the changes in your life or business.

Newsletters

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

More Newsletters →

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →
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