Financial Vehicles
801 International Pkwy Suite 500
Lake Mary,
FL
32746
Phone:
- (800) 839-9248
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
For Government Employees
• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
Newsletters
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Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Market Watch
February 20, 2020 @ 02:47 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.2% | |
| Dow Jones Transportation ETF | +0.5% | |
| Dow Jones Utilities ETF | +0.0% | |
| Nasdaq Composite ETF | -0.2% | |
| Nasdaq 100 ETF | -0.4% | |
| S&P 500 ETF | -0.1% | |
| S&P 100 ETF | -0.4% | |
| S&P Mid-Cap 400 ETF | +0.1% | |
| PHLX Semiconductor Index ETF | -0.5% | |
| OSX Oil Service Sector Index ETF | +2.8% |
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.