Advocacy To understand the distinctive needs of our clients so that we can represent them effectively to the financial world Research To provide our clients with advanced financial solutions and the top products available in the marketplace Education To empower them to make wise decisions Performance Facilitate actions necessary to make decisions successfully
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Compare the potential future value of tax-deferred investments to that of taxable investments. How much would your monthly lease payment be? Knowing your likely life expectancy is an important factor in making long-term financial plans. 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. |
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| Dow Jones Industrials | 10,447.93 | + 127.83 |
| Dow Jones Transportation | 4,387.40 | + 45.37 |
| Dow Jones Utilities | 399.52 | + 2.65 |
| Nasdaq Composite | 2,233.75 | + 33.74 |
| Nasdaq 100 | 1,870.31 | + 29.73 |
| S&P 500 | 1,104.51 | + 14.41 |
| S&P Mid-Cap 400 | 766.52 | + 10.72 |
| S&P Small-Cap 600 | 343.82 | + 5.74 |
| Russell 2000 | 643.36 | + 11.10 |
| NYSE Composite | 7,055.03 | + 88.78 |
| AMEX Composite | 1,949.37 | + 15.84 |
| 10 Year Treasury Note | 2.62 | + 0.05 |
| Wilshire 5000 | 11,524.85 | + 153.00 |
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