Investments

Long-Term: Investing for long-term growth potential usually considers  a broader mix of assets and appropriate asset allocation. Clients that are investing for the long-term, like a rewarding retirement should anticipate and overcome the obstacles that comes up along our client journey.

Intermediate-Term: An intermediate term financial strategy outlines investment and other financial goals for any time between roughly 5 to 10 years e.g buying a home, building a college fund, or paying for a dream vacation.

Short-Term: Short-term investments are used to preserve capital. They offer a low return, but access to the capital is relatively easy. This portion of your portfolio has a typical time horizon of 3 months to 12 months.

Calculators

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,516.83 +0.06%
Dow Jones Utilities 784.00 -0.03%
Nasdaq Composite 7,637.54 -0.07%
NYSE Composite 12,535.69 -0.03%

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