Today's Markets



Year-to-Date Markets

through:
March 28,2017 2:00 pm
  YTD %  
DJ Industrial Average
16.15%
NASDAQ Composite
24.05%
S&P 500
14.55%
Barclays Aggregate Bond Index
-1.59%
Russell Midcap
11.46%
Russell 2000
13.49%
Russell 3000
14.13%
MSCI EAFE
2.89%
MSCI Emerging Markets
1.32%

Financial Planning Perspectives

Below are recent articles to help with your financial decisions.

Growth Investing -- A Core Part of Your Long-Term Strategy
Growth investments are key to a long-term investment strategy. Learn more about using them in your portfolio.

How Well Do You Know Your 401(k)?
Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon.

Planning for Known -- and Unknown -- Health Care Costs in Retirement
Financial advisors often recommend taking a holistic approach to calculating income needs in retirement, factoring in such costs as taxes and debt payments along with other typical expenses including health care.

Art and Collectibles: Planning for the Transfer of Your Treasured Property
Learn how best to manage the transfer of your treasured art and collectibles.

 

 

 

Wednesday
March 29, 2017

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