Sim R. Portnoy
Financial Advisor

 

Your Retirement is Our Priority

If you are an Individual or a Business owner, we will take on your financial planning. We are handling Retirement Planning, College Savings, Business Succession, Estate Planning, Life Insurance and Health Insurance.

 
Market Watch

January 28, 2012 @ 11:41 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15
10 Year Treasury Note 1.90- 0.03

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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