Market Watch

September 10, 2010 @ 09:43 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

Getting Something for Giving

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

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

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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