A Registered Investment Advisor
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Branch Financial Services, Inc.
21 Bennetts Road, Suite 201
Setauket,
NY
11733
Phone:
- (631) 979-6000
Fax:
- (631) 979-6023
Newsletters
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,386.98 | +0.68% |
| Dow Jones Transportation | 10,331.09 | +1.13% |
| Dow Jones Utilities | 828.87 | +0.42% |
| Nasdaq 100 | 11,267.08 | +1.27% |
| NYSE Composite | 12,729.17 | -0.02% |
| AMEX Composite | 2,141.35 | -0.09% |
| OSX Oil Service Sector Index | 37.80 | -2.56% |
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.