Newsletters
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,464.00 | -1.73% |
| NYSE Composite | 14,959.41 | -1.58% |
| AMEX Composite | 2,675.28 | +1.25% |
| 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.