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 MoreWhat 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.
Newsletters
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
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Going Public
A discussion on the initial public offering (IPO) process, recent trends, and investment risks.
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,370.10 | +0.67% |
| Nasdaq Composite | 7,084.46 | +0.71% |
| Nasdaq 100 | 6,718.45 | +0.75% |
| NYSE Composite | 11,994.45 | +0.73% |
| AMEX Composite | 2,472.39 | +0.53% |
| PHLX Semiconductor Index | 1,200.76 | +1.14% |
| OSX Oil Service Sector Index | 94.95 | +1.11% |
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