Newsletters

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.
Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.
Factor-Based Investing

How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.
LLCs: Hybrid Structure May Offer Best of Both Worlds

A look at the distinctions between LLCs, partnerships, and sole proprietorships.

Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Last Closing Prices

Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	21,674.51	-0.35
Dow Jones Transportation	9,095.31	-0.62
Dow Jones Utilities	738.38	+0.54
Nasdaq Composite	6,216.53	-0.09
Nasdaq 100	5,790.91	-0.09
NYSE Composite	11,699.83	-0.11
AMEX Composite	2,494.01	+0.52
PHLX Semiconductor Index	1,071.89	+0.21
OSX Oil Service Sector Index	119.42	+1.39