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.
Navigating 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 ChecklistAt 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 articleClick below to learn more about our team and how we can assist you with your financial planning and investment management needs.
Click hereA glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Is your personal inflation rate higher or lower than the CPI?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,585.69 | +0.37% |
| Dow Jones Transportation | 10,137.59 | -0.33% |
| Dow Jones Utilities | 804.71 | -0.31% |
| Nasdaq 100 | 7,300.96 | -0.10% |
| NYSE Composite | 12,581.36 | +0.45% |
| AMEX Composite | 2,489.97 | +0.20% |
| PHLX Semiconductor Index | 1,311.97 | -0.82% |
| OSX Oil Service Sector Index | 77.95 | -1.50% |
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.
