Wealth Management & Financial Planning
Discover the benefit of comprehensive analytics and service
Launch Two Minute VideoSecure Client Access
Access your individual account and financial planning information here.
Client LoginNewsletters
-
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
-
Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
-
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
-
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
-
Car Affordability
How much can you afford to pay for a car?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,219.52 | +0.14% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.