Market Watch

September 04, 2010 @ 03:30 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41
Russell 2000 643.36+ 11.10
10 Year Treasury Note 2.62+ 0.05
Wilshire 5000 11,524.85+ 153.00
OSX Oil Service Sector Index 181.69+ 0.78

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Summit Wealth Strategies, LLC

Summit Financial Partners has merged with The Planning Associates to form Summit Wealth Strategies, LLC

Welcome to our new web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Newsletters

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

More Newsletters →

Calculators

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →
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