Financial Planning, Tax & Business Consulting

Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Phillip M. Edwards, CFP®
Phillip M. Edwards at the floor of the New York Stock Exchange
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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.
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.