Video Learning Library

Buy-Sell Planning
How do you plan for the potential loss of a business partner?
Retirement and Legacy Arrangement (RALA)
How do you move assets outside their estate for planning purposes, but still retain access to the asset's future cash flow?
Executive Bonus
How do you reward and retain key employees?
Spousal Lifetime Access Trust (SLAT)
How do you give away assets for estate planning purposes without permanently giving up control of the assets?
IRA Wealth Maximization
How does one with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?
Stay Bonus: Non-Qualified Salary Continuation Plan
How do you financially incentivize key employees to stick around?
Key Employee Insurance
How do you prepare for the potential loss of a key employee?
Supplemental Life Insurance Retirement Plan (SLIRP)
How do you design a retirement savings plan for yourself?

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Risk Tolerance

    Do you know what yours is?

  • Tax Deferral

    Taxable vs. tax-advantaged savings?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

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Market Watch

November 18, 2019 @ 01:36 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.1%  
Dow Jones Transportation ETF +0.7%  
Dow Jones Utilities ETF +0.2%  
Nasdaq Composite ETF +0.2%  
Nasdaq 100 ETF +0.5%  
S&P 500 ETF +0.2%  
S&P 100 ETF +0.6%  
S&P Mid-Cap 400 ETF +0.2%  
PHLX Semiconductor Index ETF +0.9%  
OSX Oil Service Sector Index ETF +33.2%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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