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

May 16, 2012 @ 08:10 PM

Dow Jones Industrials 12,598.55- 33.45
Nasdaq Composite 2,874.04- 19.72
S&P 500 1,324.80- 5.86
NYSE Composite 7,592.82- 42.99
AMEX Composite 2,244.83- 29.74
10 Year Treasury Note 1.77- 0.01

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Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Tax-Deferred Savings

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →