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 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.
What Makes Us Different?
We manage our firm as a team.There are four of us, and we revenue share vs. having four completely separate individuals operating independently.This means when one of us is on vacation or not available the other Advisors regard your account as one of theirs.
Learn MoreNewsletters
-
Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
-
Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
-
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
| Nasdaq 100 | 7,940.33 | +0.91% |
| NYSE Composite | 13,088.61 | +0.63% |
| AMEX Composite | 2,459.81 | +0.80% |
| PHLX Semiconductor Index | 1,620.04 | +1.88% |
| OSX Oil Service Sector Index | 64.98 | +3.37% |
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.