Market Watch

September 05, 2010 @ 05:00 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41

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Richard L. Caiazzo

Financial Consultant

Welcome to our 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

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

More Newsletters →

Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

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

More Calculators →

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