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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Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Use this calculator to estimate how much income and savings you may need in retirement.
How much will it cost to pay off a loan over its lifetime?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,455.33 | +1.52% |
| NYSE Composite | 14,146.64 | +1.00% |
| AMEX Composite | 2,250.03 | +1.16% |
| 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.