Market Watch

July 30, 2010 @ 01:26 PM

Nasdaq Composite 2,248.74- 2.95
S&P 500 1,097.91- 3.62
Russell 2000 650.51+ 0.08
10 Year Treasury Note 3+ 0.01

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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

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

More Newsletters →

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Lease Interest

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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