A Registered Investment Advisor

Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
Proudly Serving the Community Since 1974
Integrity-Insight-Independence
"You Can't Hug an 800 Number"
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Last Closing Prices
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq 100 | 13,366.40 | -0.29% |
NYSE Composite | 14,951.84 | -0.45% |
AMEX Composite | 2,500.31 | -0.74% |
OSX Oil Service Sector Index | 95.32 | -1.45% |
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All quotes are in US Eastern Time (EST).
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