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 25,883.25 +1.74%
Nasdaq Composite 7,472.41 +0.61%
Nasdaq 100 7,055.18 +0.47%
NYSE Composite 12,603.48 +1.31%
AMEX Composite 2,511.76 +1.05%

[ 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.