Financial Planning, Investment Management and Corporate Retirement Plans for Business Professionals
For Confidence in Your Future
307 Main Street, Suite 300
Salinas,
CA
93901
Phone:
- (831) 422-4910
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Newsletters
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,597.38 | +0.29% |
| Dow Jones Transportation | 9,672.74 | -1.64% |
| Dow Jones Utilities | 759.55 | +0.80% |
| Nasdaq Composite | 7,070.33 | -0.39% |
| Nasdaq 100 | 6,767.97 | +0.06% |
| NYSE Composite | 11,936.16 | -0.06% |
| AMEX Composite | 2,387.09 | -0.86% |
| PHLX Semiconductor Index | 1,194.59 | -0.36% |
| OSX Oil Service Sector Index | 93.23 | -1.85% |
[ Markets | Charts | Quotes | Portfolio ]
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All quotes are in US Eastern Time (EST).
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