What Makes Us Different?
How we manage our firm.There are three of us. We revenue share vs. having three completely separate individuals operating independently.This means when one of us is on vacation or not available the other two Advisors regard your account as one of theirs.
Learn MoreXEROX EMPLOYEES
Mark Weber has worked with Xerox employees and their families since 1991. Until 2009 he was with the financial services group owned by Xerox Federal Credit Union. He is an authority on navigating the many moving parts of the Xerox RIGP & 401K plan. Mark understands Xerox and their history. He can help you with your strategy from preretirement planning to retirement status.
Weber Wealth Workshops
Being designated a beneficiary or Trustee is a tremendous honor. Your role has extraordinary influence on maintaining a legacy, but also comes with exposure to liability. It is our goal to prepare and guide you through the responsibilities.
Learn MoreNewsletters
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Why Hold Money Market Mutual Funds?
Why investors still hold money market mutual funds despite low returns.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,388.95 | -2.24% |
| Nasdaq Composite | 6,969.25 | -3.05% |
| Nasdaq 100 | 6,613.28 | -3.30% |
| NYSE Composite | 11,941.94 | -1.67% |
| AMEX Composite | 2,426.51 | +0.07% |
| PHLX Semiconductor Index | 1,157.86 | -3.74% |
| OSX Oil Service Sector Index | 97.91 | -0.79% |
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