Today's Markets



Year-to-Date Markets

through:
May 22,2015 2:00 pm
  YTD %  
DJ Industrial Average
2.29%
NASDAQ Composite
7.46%
S&P 500
3.26%
Russell Midcap
5%
Russell 2000
3.94%
Russell 3000
3.75%
MSCI EAFE
11.74%

Financial Planning Perspectives

Below are recent articles to help with your financial decisions.

Growth Investing -- A Core Part of Your Long-Term Strategy
Growth investments are key to a long-term investment strategy. Learn more about using them in your portfolio.

How Well Do You Know Your 401(k)?
Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon.

Planning for Known -- and Unknown -- Health Care Costs in Retirement
Financial advisors often recommend taking a holistic approach to calculating income needs in retirement, factoring in such costs as taxes and debt payments along with other typical expenses including health care.

Art and Collectibles: Planning for the Transfer of Your Treasured Property
Learn how best to manage the transfer of your treasured art and collectibles.

 

 

 

Sunday
May 24, 2015

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