Creative Financial Solutions Designed Uniquely For You
1478 Stone Point Drive, Suite 390
Roseville,
CA
95661
Phone:
- (916) 462-9001
Fax:
- (844) 295-8527
Newsletters
-
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
-
Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
-
Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
-
Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
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) |
|---|---|---|
| Dow Jones Industrials | 26,816.59 | +1.21% |
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.