The Vision for your Financial Future
Williamsville Office - 350 Essjay Rd. Suite #300, Williamsville, NY 14221
Orchard Park Office - 4063 North Buffalo Rd. Suite #2, Orchard Park, NY 14127
Hamburg Office - 190 Sunset Dr. Hamburg, NY 14075
Williamsville Office - 350 Essjay Rd. Suite #300, Williamsville, NY 14221
Orchard Park Office - 4063 North Buffalo Rd. Suite #2, Orchard Park, NY 14127
Hamburg Office - 190 Sunset Dr. Hamburg, NY 14075
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.
Last Closing Prices
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq 100 | 12,803.93 | -0.73% |
NYSE Composite | 14,894.17 | -1.00% |
OSX Oil Service Sector Index | 95.32 | -1.45% |
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.