2825 E. Cottonwood Pkwy, Suite 500
Salt Lake City,
UT
84121
Phone:
- 801-990-3374
Fax:
- 888-519-4015
Newsletters
-
Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
-
Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,803.93 | -0.73% |
| NYSE Composite | 14,894.17 | -1.00% |
| AMEX Composite | 2,509.52 | -1.86% |
| PHLX Semiconductor Index | 1,354.81 | -0.47% |
| OSX Oil Service Sector Index | 95.32 | -1.45% |
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.