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.
DID YOU KNOW - Starting in 2018, tax-free distributions from 529 College Savings Plans can be used for elementary and secondary expenses, and will no longer limited to post-secondary expenses. This is a permanent expansion. In addition, trust and estate marginal tax rates will change. The top rate is down to 37% from 39.6%; and, brackets have been simplified from five to four brackets.
Click here to learn moreExplore our investment management approach, built on the pillars of personal attention and independent thinking.
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Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.
Investing in emerging markets and developing economies has both risks and opportunities.
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,058.12 | -0.03 |
| Dow Jones Transportation | 10,741.50 | -0.06 |
| Dow Jones Utilities | 718.20 | -0.80 |
| Nasdaq Composite | 7,820.20 | -0.07 |
| Nasdaq 100 | 7,350.23 | -0.03 |
| NYSE Composite | 12,789.90 | +0.03 |
| AMEX Composite | 2,708.61 | -0.12 |
| PHLX Semiconductor Index | 1,359.19 | -0.49 |
| OSX Oil Service Sector Index | 149.51 | -0.97 |
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