Financial Vehicles
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FL
32746
Phone:
- (800) 839-9248
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
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For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
Newsletters
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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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.
Calculators
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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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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.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 22,679.99 | +7.73% |
| Dow Jones Transportation | 7,837.69 | +7.29% |
| Dow Jones Utilities | 758.06 | +7.37% |
| Nasdaq 100 | 8,081.66 | +7.35% |
| NYSE Composite | 10,515.24 | +6.42% |
| AMEX Composite | 1,583.38 | +4.15% |
| PHLX Semiconductor Index | 1,592.88 | +10.38% |
| OSX Oil Service Sector Index | 25.56 | +6.22% |
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.