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 Checklist
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Is your personal inflation rate higher or lower than the CPI?
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,559.54 | +0.42% |
| Dow Jones Transportation | 10,988.22 | +0.48% |
| Dow Jones Utilities | 772.13 | +0.20% |
| Nasdaq 100 | 7,689.72 | +0.12% |
| NYSE Composite | 12,922.72 | +0.12% |
| AMEX Composite | 2,588.21 | -0.41% |
| PHLX Semiconductor Index | 1,558.13 | +0.07% |
| OSX Oil Service Sector Index | 99.07 | -1.16% |
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