XEROX 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?
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 MoreWeber 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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Is Smart Beta for You?
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
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The Cost of Caregiving
About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.
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Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Market Watch
March 21, 2019 @ 12:07 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.3% | |
| Nasdaq Composite ETF | +0.3% | |
| Nasdaq 100 ETF | +0.5% | |
| S&P 500 ETF | +0.3% | |
| S&P 100 ETF | +0.6% | |
| PHLX Semiconductor Index ETF | +1.6% | |
| OSX Oil Service Sector Index ETF | +0.0% |
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