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.
At 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 articleNavigating 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 ChecklistClick 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.
A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,657.73 | +0.55% |
| Dow Jones Transportation | 10,107.41 | +1.07% |
| Dow Jones Utilities | 789.51 | +0.70% |
| Nasdaq Composite | 7,691.52 | +0.71% |
| Nasdaq 100 | 7,351.15 | +0.47% |
| NYSE Composite | 12,641.36 | +0.84% |
| AMEX Composite | 2,532.24 | +0.81% |
| PHLX Semiconductor Index | 1,396.75 | +1.01% |
| OSX Oil Service Sector Index | 94.30 | +1.14% |
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