Financial Planning and Insurance in the Hamptons and Beyond

A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will Your Funds Last?
This calculator can help you determine whether you should consider converting to a Roth IRA.
January 27, 2021 @ 12:07 PM
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq Composite ETF | -0.3% | |
Nasdaq 100 ETF | -0.5% | |
S&P 500 ETF | -0.5% | |
S&P 100 ETF | -0.9% | |
S&P Mid-Cap 400 ETF | -0.4% | |
PHLX Semiconductor Index ETF | -0.9% | |
OSX Oil Service Sector Index ETF | +1.8% |
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.