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 ChecklistFocusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.
Some tips for parents and college students to consider, whether opening a new checking account or using an old one.
One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.
Is your personal inflation rate higher or lower than the CPI?
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
March 26, 2019 @ 10:48 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.4% | |
| Dow Jones Transportation ETF | +0.5% | |
| Dow Jones Utilities ETF | +0.4% | |
| Nasdaq Composite ETF | +0.3% | |
| Nasdaq 100 ETF | +0.6% | |
| S&P 500 ETF | +0.4% | |
| S&P 100 ETF | +0.9% | |
| S&P Mid-Cap 400 ETF | +0.4% | |
| PHLX Semiconductor Index ETF | +0.8% | |
| OSX Oil Service Sector Index ETF | +16.4% |
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