Market Watch

September 04, 2010 @ 05:14 AM

Nasdaq Composite 2,233.75+ 33.74
NYSE Composite 7,055.03+ 88.78
10 Year Treasury Note 2.62+ 0.05

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 MISSION STATEMENT

To be recognized within the community as a premier financial services firm by providing professional guidance and service addressing the four wealth strategies.  To maintain ongoing relationships with our clients and prospects while placing their goals first and foremost.

VISION STATEMENT

By employing the financial process of discovery, profile, strategy, implementation and review, we help enable our clients to realize a path to their financial well-being. 

MEMBERS OF OUR GROUP

Richard L. Cohen, CFP®
Managing Partner

Damon Basco,  CFP®
Partner

Matthew R. Presser 
Associate

Morgan Crew
Director of Client Relations

 

 

Newsletters

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →
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