Market Watch

September 04, 2010 @ 07:34 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
10 Year Treasury Note 2.62+ 0.05

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Mark Gowin
Jim Blassingham
Stephen Powell
Winston Wynne
Michele Grissett
Christopher Elliott

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate conservation, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Newsletters

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

More Newsletters →

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Contact Info

Phone: 757-461-2210

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