resized.jpg)
Start your E.P.I.C. Plan
You've got questions, we've got answers. Let's get started.
E.P.I.C. PLANNINGAttend and Event
Join us at our next educational workshop for insights on finance as it relates to you.
REGISTER FOR A WORKSHOP
Newsletters
-
New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
-
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
-
HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,076.82 | -0.52% |
| Dow Jones Transportation | 10,730.28 | -0.77% |
| Dow Jones Utilities | 846.56 | -0.05% |
| Nasdaq 100 | 7,852.41 | -0.51% |
| NYSE Composite | 13,107.98 | -0.12% |
| AMEX Composite | 2,563.98 | +1.08% |
| PHLX Semiconductor Index | 1,594.49 | -0.69% |
| OSX Oil Service Sector Index | 78.19 | +8.75% |
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.