Resources
-
Market Watch
Last Closing Prices
Latest Available Stock Quotes Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable) Dow Jones Industrials 27,712.23 +0.76% 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.
-
Articles
-
Cash Management
-
Client Connections
-
Estates & Trusts
-
Investing
- Dividends
- Exchange-Traded Funds
- Growth Stocks vs. Value Stocks
- Mutual Fund Taxes
- Stock
- Zero-Coupon Bonds
- Diversification
- Types of Bonds
- Bonds
- Stock Indexes
- Mutual Funds vs. Stocks
- Mutual Funds
- Mutual Fund Loads
- Annuities
- Fixed vs. Variable Annuities
- Investment Risks
- Stock and Bond Investing Alternatives
- Dollar-Cost Averaging
-
Market Commentary
- 2012 Outlook
- January 11th 2012
- February 1st 2012
- March 5th 2012
- March 22nd 2012
- April 12th 2012
- April 19th 2012
- May 2nd 2012
- May 30th 2012
- June 20th 2012
- July 26th 2012
- August 7th 2012
- November 7th 2012
- December 13th 2012
- April 2nd 2013
- May 2nd 2013
- June 28th 2013
- July 7th 2013
- July 7th 2013 Long Version
- August 22nd 2013
- September 9th 2013
- September 24th 2013
- October 3rd 2013
- October 10th 2013
- November 12th 2013
- February 5th 2014
- February 18th 2014
- March 3rd 2014
- March 17th 2014
- April 7th 2014
- April 16th 2014
- May 1st 2014
- May 13th 2014
- May 30th 2014
- July 30th 2014
- August 1st 2014
- August 5th 2014
- September 3rd 2014
- September 4th 2014
- September 19th 2014
- September 18th 2014
- September 26th 2014
- October 10th 2014
- October 15th 2014
- October 27th 2014 #1
- October 27th 2014 #2
- November 6th 2014
- November 14th 2014
- November 26th 2014
- December 15th 2014
- December 19th 2014
- December 26th 2014
- January 9th 2015
- January 16th 2015
- Feburary 5th 2015
- March 3rd 2015
- March 11th 2015
- April 9th 2015
- May 4th 2015
-
Monthly Market Monitor
- January 2012
- February 2012
- April 2012
- May 2012
- July 2012
- August 2012
- October 2012
- November 2012
- February 2013
- April 2013
- July 2013
- August 2013
- October 2013
- November 2013
- January 2014
- February 2014
- April 2014
- May 2014
- July 2014
- August 2014
- October 2014
- November 2014
- January 2015
- February 2015
- April 2015
- May 2015
-
Quarterly Recap
- 2nd Quarter 2012
- 1st Quarter 2012
- 4th Quarter 2012 Outlook
- 3rd Quarter 2012
- 4th Quarter 2012
- 1st Quarter 2013
- 2013 Mid-Year Market Outlook
- Quarterly Recap - 2nd Quarter 2013
- 2013 Fourth Quarter Market Outlook
- Quarterly Recap - 3rd Quarter 2013
- Quarterly Recap - 4th Quarter 2013
- Annual Market Recap - 2013
- Quarterly Recap 1st Quarter - 2014
- Market Outlook - Mid-Year 2014
- 2014 Fourth Quarter Market Outlook
- Quarterly Recap - 3rd Quarter 2014
- Market Outlook - 2015
- Quarterly Recap - 4th Quarter 2014
- Annual Market Recap - 2014
- 2nd Quarter 2015 Market Outlook
- Quarterly Recap 1st Quarter - 2015
-
Retirement
- SIMPLE Plans
- IRA Rollover
- Roth 401(k)
- Profit-Sharing Plans
- Money Purchase Pension Plans
- 403(b) Plans
- Why Purchase Annuities
- Split-Annuity Strategy
- Annuity Living Benefits
- How Much Do I Need to Save?
- A New Chapter for Retirement
- 1035 Exchanges
- Unforgettable Birthdays
- Your Business and Retirement
- Future of Social Security
- Social Security Income
- Self-Employed Retirement Plans
- Retirement Plan Distributions
- Traditional IRAs
- 401(k) Plans
- Save Now or Save Later
- Roth IRAs
-
Risk Management
- Why Purchase Life Insurance
- Annuities as an Insurance Product
- Property and Casualty Insurance
- Business Owner Policies
- Life Insurance for Business Owners
- Split-Dollar Life Insurance
- Last-Survivor Life Insurance
- Variable Life Insurance
- Insurance Claims
- Maximizing Your Insurance Benefits
- Protecting Your Home
- Assessing Disability Income Insurance
- Types of Health Coverage
- Additional Liability Coverage
- HMOs and PPOs
- Long-Term Care Costs
- Medicare Coverage
-
Tax Planning
- Estate Tax
- Gift Tax
- Retirement Plan Limits
- Required Minimum Distributions
- Charitable Trust Tax Benefits
- Retirement Plan Taxes
- Tax-Advantaged Investments
- Tax Deductions
- Tax-Advantaged Alternatives
- Tax Strategies for Retirement Plans
- Tax-Free Investments
- Mutual Fund Profits
- Tax-Free Insurance Upgrades
-
-
Newsletters
-
December
-
November
-
October
-
September
- HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
- Sticker Shock May Drive Consumers to Used Cars
- Risk Tolerance: Stress-Test Your Portfolio…and Yourself
- Steps to Help Lower Capital Gains Taxes
- Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
- Could Employee Ownership Be Part of Your Succession Plan?
-
August
-
July
-
June
-
May
-
April
-
March
-
February
-
January
-
-
Videos
-
Tax Library
-
Calculators
-
Cash Management
-
Estate Planning
-
Loans & Credit Cards
-
Retirement & Inflation
-
Risk Management
-
Saving & Investing
-
Taxes & IRAs
-
-
Glossary
-
Flipbooks
-
Tell A Friend