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 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 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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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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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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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Market Watch
June 25, 2019 @ 11:17 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.1% | |
| Nasdaq Composite ETF | -0.3% | |
| Nasdaq 100 ETF | -0.4% | |
| S&P 500 ETF | -0.1% | |
| S&P 100 ETF | -0.3% | |
| PHLX Semiconductor Index ETF | +0.1% | |
| OSX Oil Service Sector Index ETF | -1.3% |
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.