A Life Well Spent
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San Jose,
CA
95117
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Newsletters
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,976.84 | +1.05% |
| Nasdaq 100 | 11,157.72 | +2.59% |
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.