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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HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.
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Going Public
A discussion on the initial public offering (IPO) process, recent trends, and investment risks.
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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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.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,388.95 | -2.24% |
| Dow Jones Transportation | 9,951.16 | -3.93% |
| Dow Jones Utilities | 753.51 | +0.56% |
| Nasdaq Composite | 6,969.25 | -3.05% |
| Nasdaq 100 | 6,613.28 | -3.30% |
| NYSE Composite | 11,941.94 | -1.67% |
| AMEX Composite | 2,426.51 | +0.07% |
| PHLX Semiconductor Index | 1,157.86 | -3.74% |
| OSX Oil Service Sector Index | 97.91 | -0.79% |
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