Financial Planning, Tax & Business Consulting
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Phillip M. Edwards Financial Planning
One Monument Square, Suite 202
P.O. Box 627
Urbana,
OH
43078
Phone:
- (937) 652-3385
Fax:
- (937) 653-3293
Newsletters
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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.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
December 11, 2019 @ 10:05 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.3% | |
| Nasdaq Composite ETF | +0.2% | |
| Nasdaq 100 ETF | +0.3% | |
| S&P 500 ETF | +0.2% |
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.