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.
Consilium Associates provides comprehensive financial planning services centered on each client’s unique goals and objectives. There are several key areas on which we focus.
Click to learn moreAfter hitting an all-time high in September 2018, the U.S. stock market, as represented by the S&P 500 Index, has declined more than 6%. In addition, many areas of the bond market have experienced selling pressure. Higher rates and trade war fears are behind the profit-taking thus far in October. The commentary below represents our thoughts on the recent market moves, as we look to the second half of what has certainly been a volatile month.
Click to Read Full UpdateSettling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.
Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How Long Will Your Funds Last?
November 14, 2018 @ 01:57 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.5% | |
| Dow Jones Transportation ETF | -0.2% | |
| Dow Jones Utilities ETF | -0.8% | |
| Nasdaq Composite ETF | -0.4% | |
| Nasdaq 100 ETF | -0.6% | |
| S&P 500 ETF | -0.4% | |
| S&P 100 ETF | -0.9% | |
| S&P Mid-Cap 400 ETF | -0.3% | |
| S&P Volatility Index ETF | +12.9% | |
| PHLX Semiconductor Index ETF | -0.2% | |
| OSX Oil Service Sector Index ETF | -2.6% |
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