Consilium Associates is a wealth advisory firm located in Alpharetta, Georgia. Our name is of Latin origin, meaning “counsel,” chosen because we believe that without wise counsel plans fail; but, with many advisors, they succeed. Our offering of comprehensive financial planning and investment management services is built on the pillars of personal attention and independent thinking.
Navigating the transitions of widowhood can be overwhelming, especially the financial aspects. The First Year Checklist provides a list of some items that will need attention, including a suggested timeline.
Click Here for ChecklistAt the beginning of every new year, the Merit Investment Team takes a look back at the year that was, and looks forward to the year to come, summarizing our findings in this annual “outlook” letter. We are pleased to present to you our 2019 Outlook and Strategy.
Click to read full articleClick below to learn more about our team and how we can assist you with your financial planning and investment management needs.
Click hereCash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Determine whether you should consider refinancing your mortgage.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,349.19 | +0.65% |
| Dow Jones Transportation | 10,717.60 | +0.89% |
| Dow Jones Utilities | 813.07 | -0.67% |
| Nasdaq 100 | 7,954.56 | +0.63% |
| NYSE Composite | 13,197.49 | +0.67% |
| AMEX Composite | 2,562.96 | -0.61% |
| PHLX Semiconductor Index | 1,573.27 | +1.23% |
| OSX Oil Service Sector Index | 79.57 | +1.21% |
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.
