Resources

• Market Watch

  • Detailed Quote
  • Symbol Lookup
  • Multi Quote
  • Markets at a Glance
  • Charting
  • Portfolio

  Last Closing Prices

  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)

  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.

• Articles

  • Cash Management

    • Cash Management Basics
    • Managing Cash
    • Smart Financing Ideas
    • College Financial Aid

  • Estates & Trusts

    • Estate Planning
    • Living Trusts
    • Gifting Strategies
    • Family Limited Partnerships
    • Property Ownership

  • Investing

    • Dividends
    • Exchange-Traded Funds
    • Growth Stocks vs. Value Stocks
    • Mutual Fund Taxes
    • Stock Indexes
    • Mutual Funds vs. Stocks
    • Mutual Funds
    • Mutual Fund Loads
    • Annuities
    • Fixed vs. Variable Annuities
    • Investment Risks
    • College Savings Plans
    • Stock and Bond Investing Alternatives
    • 529 Plans

  • Retirement

    • SEP IRAs
    • SIMPLE IRAs
    • Stretch IRAs
    • IRA Rollover
    • Roth 401(k)
    • Profit-Sharing Plans
    • Money Purchase Pension Plans
    • 403(b) Plans
    • Why Purchase Annuities
    • Split-Annuity Strategy
    • Annuity Living Benefits
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • 1035 Exchanges
    • Unforgettable Birthdays
    • Your Business and Retirement
    • Planning Options
    • Self-Employed Retirement Plans
    • Traditional IRAs
    • 401(k) Plans
    • Roth IRAs

  • Risk Management

    • Why Purchase Life Insurance
    • Annuities as an Insurance Product
    • Property and Casualty Insurance
    • Business Owner Policies
    • Life Insurance for Business Owners
    • Split-Dollar Life Insurance
    • Last-Survivor Life Insurance
    • Disability Income Insurance for Business Owners
    • Maximizing Your Insurance Benefits
    • Insuring Your Future
    • Medicare Coverage
    • Types of Life Insurance

  • Tax Planning

    • Capital Gain Tax
    • Estate Tax
    • Gift Tax
    • Retirement Plan Limits
    • Required Minimum Distributions
    • Charitable Trust Tax Benefits
    • Retirement Plan Taxes
    • Withdrawing Before Age 59.5
    • Mutual Fund Profits
    • Tax-Free Insurance Upgrades

• Newsletters

  • September

    • HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
    • Risk Tolerance Is About You, Not the Market
    • Insurance with Potential Cash Value
    • Inflation Protection for Investment Dollars
    • A Map to Guide Your Family
    • Family Limited Partnerships for Estate Planning Purposes

  • August

    • HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
    • ETFs on the Rise
    • An Affordable Insurance Solution
    • Oil Prices and the Economy
    • Equity REITs and Rising Rates
    • Reward Workers and Fund Retirement with a Cash Balance Plan

  • July

    • HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
    • Indexed Annuities: Potential Gain with Some Downside Protection
    • New Tax Law Expands 529 Savings Plans
    • Good News, Bad News for Boomer Retirement
    • Making Sense of Bond Behavior
    • Two Technology Trends to Help Power Growth

  • June

    • HOT TOPIC — Wage Growth: Watching for a Tipping Point
    • Is Smart Beta for You?
    • Rules of the Rollover
    • Chained CPI and Your Taxes
    • Beyond Medicare: What Are Your Options?
    • New Tax Breaks for Pass-Through Entities

  • May

    • HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
    • A New Look at Old Retirement Savings Guidelines
    • Where There's a Will…
    • The Cost of Caregiving
    • A Steady Strategy
    • Time to Hire? Consider the Pros and Costs

  • April

    • HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift
    • Dividend Investing: Small Payments Can Boost Returns
    • Pick Your Plastic: Debit or Credit?
    • Income for the Long Run
    • Monetary Policy Update
    • Guard Against Growing Cybersecurity Threats

  • March

    • HOT TOPIC — Correction Time: The Market Takes a Hit
    • Four Financial Numbers You Should Know
    • Phasing Out…or Practice Makes Perfect
    • Do You Need an Umbrella?
    • Going Public
    • Preparing to Withstand the Loss of Key Players

  • February

    • HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
    • Options for Inherited IRAs
    • How Long Should You Keep Financial Records?
    • Why Hold Money Market Mutual Funds?
    • Settling an Estate
    • Disaster Insurance Can Help Your Company Stay Afloat

  • January

    • HOT TOPIC — Tax Reform: How Will You Be Affected?
    • International Investing: Opportunities Overseas?
    • An Introduction to Trusts
    • Keeping Savings on Track with a Spousal IRA
    • Illinois Highlights Credit Risk
    • No Shortage of Liability Risks

  • December

    • Consider a Roth for Tax-Free Retirement Income
    • Market Measures: Beyond the Dow
    • How a Pension Could Affect Social Security Benefits
    • Better Late Than Never
    • Two Tax-Friendly Retirement Plans for the Self-Employed

  • November

    • PPO or HDHP? Making Health Insurance Choices
    • FAFSA in the Fall for Lower Stress
    • Medicare Open Enrollment
    • Required Minimum Distribution Rules
    • Stacking Up Tax Breaks for Business Investments

  • October

    • Birthday Opportunities
    • New Life for Your Old Insurance Policy
    • The State of State Pensions
    • Bracing for Higher Rates
    • Insuring a Home-Based Business

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • Inflation: The Sneaky Thief
  • How Pre-Tax Contributions Affect Your Paycheck
  • 3 Potential Benefits of Dollar-Cost Averaging
  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
  • The Basics of Social Security Retirement Benefits
  • Financial Planning: Helping You See the Big Picture
  • Stocks and Stock Mutual Funds 101
  • Bonds and Bond Mutual Funds 101
  • Tax Reform: Changes for Individuals
  • The Pros and Cons of a Big Tax Refund
  • Tax Reform: Changes for Businesses
  • Going Public: Investing in IPOs
  • Wage Growth: Watch for a Tipping Point
  • Trade Tariffs
  • The Retirement Income Factor
  • American Tax Burden
  • What Is Investment Risk?
  • Do You Know Who Your Beneficiaries Are?
  • Protecting Your Dependents with Life Insurance
  • Behavioral Finance
  • The Value of a Bond
  • What Would Happen to Your Estate?
  • What Is An Annuity?
  • Bringing Up Baby

• Calculators

  • Cash Management

    • Cash Flow Analysis
    • Net Worth
    • Lifetime Earnings

  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability

  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Taxable Equivalent Yield

  • Taxes & IRAs

    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion

• Request A Quote

  • Annuity
  • Long-Term Care Insurance
  • Group Health
  • Life Insurance
  • Individual Health
  • Disability Income Insurance
  • Mortgage Qualification
  • 401(k) Information Request
  • Information Request

• Glossary

• Flipbooks

• Tell A Friend