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.
As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could have an impact on decisions you may want to make regarding your retirement savings strategy. Below is a summary that highlights some of the key changes as well as some additional detail regarding the specific provisions. Please feel free to contact us if you would like to discuss how these changes may impact you.
Click to read summaryClick below to learn more about our team and how we can assist you with your financial planning and investment management needs.
Click hereNavigating 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 ChecklistExplore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
How much would your monthly lease payment be?
Use this calculator to determine whether you qualify for the different types of IRAs.
Use this calculator to estimate how much income and savings you may need in retirement.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
January 27, 2020 @ 09:14 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.4% | |
| Dow Jones Transportation ETF | -1.0% | |
| Dow Jones Utilities ETF | -0.2% | |
| Nasdaq Composite ETF | -0.5% | |
| Nasdaq 100 ETF | -0.8% | |
| S&P 500 ETF | -0.4% | |
| S&P 100 ETF | -0.9% | |
| S&P Mid-Cap 400 ETF | -0.3% | |
| PHLX Semiconductor Index ETF | -1.2% | |
| OSX Oil Service Sector Index ETF | -36.2% |
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.