Financial Vehicles
801 International Pkwy Suite 500
Lake Mary,
FL
32746
Phone:
- (800) 839-9248
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
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
Newsletters
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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Market Watch
January 22, 2020 @ 02:34 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.0% | |
| Dow Jones Transportation ETF | -0.3% | |
| Dow Jones Utilities ETF | +0.4% | |
| Nasdaq Composite ETF | +0.2% | |
| Nasdaq 100 ETF | +0.3% | |
| S&P 500 ETF | +0.1% | |
| S&P 100 ETF | +0.2% | |
| S&P Mid-Cap 400 ETF | +0.0% | |
| PHLX Semiconductor Index ETF | +0.4% | |
| OSX Oil Service Sector Index ETF | -10.9% |
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.