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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International Investing: Opportunities Overseas?
Investing in emerging markets and developing economies has both risks and opportunities.
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Why Hold Money Market Mutual Funds?
Why investors still hold money market mutual funds despite low returns.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
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Choosing and Using a College Checking Account
Some tips for parents and college students to consider, whether opening a new checking account or using an old one.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,597.38 | +0.29% |
| Nasdaq Composite | 7,070.33 | -0.39% |
[ Markets | Charts | Quotes | Portfolio ]
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