Wealth Preservation/ Estate Planning

What you value may be more important than what you own. To follow through on your commitments - to yourself, your family, and your ideals - you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.

A well-constructed strategy can help address your specific estate planning needs including:

  • Minimizing income and estate taxes
  • Transferring wealth from one generation to the next
  • Developing charitable gifting strategies
  • Aligning existing portfolios and retirement accounts with your estate plan

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,388.95 -2.24%
Nasdaq Composite 6,969.25 -3.05%
Nasdaq 100 6,613.28 -3.30%
NYSE Composite 11,941.94 -1.67%
AMEX Composite 2,426.51 +0.07%

[ Markets | Charts | Quotes | Portfolio ]

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.