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 the summer of 2019 concludes, we find the investing landscape less clear than when the summer began.
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 ChecklistDiscover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
| Dow Jones Transportation | 10,652.12 | +1.36% |
| Dow Jones Utilities | 868.22 | +0.26% |
| Nasdaq 100 | 7,940.33 | +0.91% |
| NYSE Composite | 13,088.61 | +0.63% |
| AMEX Composite | 2,459.81 | +0.80% |
| PHLX Semiconductor Index | 1,620.04 | +1.88% |
| OSX Oil Service Sector Index | 64.98 | +3.37% |
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.