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 ChecklistA business plan can be an important step toward success. Here are some key components to consider.
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Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Determine whether you should consider refinancing your mortgage.
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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) |
|---|---|---|
| Dow Jones Industrials | 25,585.69 | +0.37% |
| Dow Jones Transportation | 10,137.59 | -0.33% |
| Dow Jones Utilities | 804.71 | -0.31% |
| Nasdaq 100 | 7,300.96 | -0.10% |
| NYSE Composite | 12,581.36 | +0.45% |
| AMEX Composite | 2,489.97 | +0.20% |
| PHLX Semiconductor Index | 1,311.97 | -0.82% |
| OSX Oil Service Sector Index | 77.95 | -1.50% |
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All quotes are in US Eastern Time (EST).
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