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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Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
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HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
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Is Smart Beta for You?
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
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HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
Why federal budget deficits are rising, and what the current fiscal situation could mean for the future of the U.S. economy.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,706.35 | +1.38% |
| Dow Jones Transportation | 10,012.06 | +2.62% |
| Dow Jones Utilities | 706.65 | +0.17% |
| Nasdaq Composite | 7,157.23 | +1.03% |
| Nasdaq 100 | 6,784.61 | +0.98% |
| NYSE Composite | 12,151.78 | +1.31% |
| AMEX Composite | 2,479.23 | +0.28% |
| PHLX Semiconductor Index | 1,228.33 | +2.30% |
| OSX Oil Service Sector Index | 98.57 | +3.82% |
[ Markets | Charts | Quotes | Portfolio ]
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All quotes are in US Eastern Time (EST).
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