Investments

Invest for long-term growth potential usually consider investing in a broader mix of assets and appropriate asset allocation. Clients that are investing for the long- term, 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 for e.g buying home, college funding, or paying for a dream vacation.

Short-Term: Are used to preserve capital. They offer a low return, but access to the capital is relatively easy. This portion of your portfolio is e.g emergencies typical time horizon is 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 24,597.38 +0.29%
Dow Jones Utilities 759.55 +0.80%
Nasdaq Composite 7,070.33 -0.39%
NYSE Composite 11,936.16 -0.06%

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