Market Watch

September 04, 2010 @ 07:43 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

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

More Newsletters →

Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Lease Interest

What's the interest rate on the lease you're considering?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Contact Info

Phone: 757-461-2210

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