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
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Consider a Roth for Tax-Free Retirement Income
Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.
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Good News, Bad News for Boomer Retirement
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
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International Investing: Opportunities Overseas?
Investing in emerging markets and developing economies has both risks and opportunities.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,413.22 | +0.49% |
| Nasdaq Composite | 7,247.87 | -0.15% |
[ Markets | Charts | Quotes | Portfolio ]
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