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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Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
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Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,516.83 | +0.06% |
| Dow Jones Transportation | 10,000.79 | -0.51% |
| Dow Jones Utilities | 784.00 | -0.03% |
| Nasdaq Composite | 7,637.54 | -0.07% |
| Nasdaq 100 | 7,316.96 | -0.12% |
| NYSE Composite | 12,535.69 | -0.03% |
| AMEX Composite | 2,511.85 | -0.28% |
| PHLX Semiconductor Index | 1,382.75 | -1.26% |
| OSX Oil Service Sector Index | 93.23 | -0.62% |
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