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 Checklist
Click below to learn more about our team and how we can assist you with your financial planning and investment management needs.
Click hereA family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
How much would your monthly lease payment be?
How Long Will It Take to Pay my Balance?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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 | 25,886.01 | +1.20% |
| Dow Jones Transportation | 9,967.32 | +2.08% |
| Dow Jones Utilities | 831.22 | +0.31% |
| Nasdaq 100 | 7,604.11 | +1.59% |
| NYSE Composite | 12,580.41 | +1.38% |
| AMEX Composite | 2,400.48 | +1.05% |
| PHLX Semiconductor Index | 1,479.25 | +2.78% |
| OSX Oil Service Sector Index | 62.58 | +3.95% |
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.
