Today's Markets



Year-to-Date Markets

through:
December 19,2014 4:00 pm
  YTD %  
DJ Industrial Average
7.41%
NASDAQ Composite
14.1%
S&P 500
12.03%
Russell Midcap
11.67%
Russell 2000
2.78%
Russell 3000
10.85%
MSCI EAFE
-8.05%

Financial Planning Perspectives

Below are recent articles to help with your financial decisions.

Strong Dollar, Weak Dollar -- What It Means for You
Fluctuations in the dollar's value are inevitable. Here's how to manage your day-to-day finances and your portfolio through those blips.

Six Questions to Ask Older Parents
As your parents age, they may become increasingly reliant on adult children to help them manage their money. Here are some questions to help you get the conversation started.

Retirement and Health Plan Limits for 2015
The IRS has released the cost-of-living adjustments affecting dollar limitations for retirement and health insurance plans.

A Net Worth Statement Helps Keep Retirees on Track
Your net worth is more than just your income. A net worth statement presents a composite picture "in time" of your overall financial health.

 

 

 

Saturday
December 20, 2014

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