For more than 18 years, Carol has helped her clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
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Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Is your personal inflation rate higher or lower than the CPI?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to determine whether you qualify for the different types of IRAs.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,152.22 | +0.60% |
| NYSE Composite | 14,191.58 | -0.41% |
| AMEX Composite | 2,292.12 | -0.41% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.