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 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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Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,024.80 | +0.89% |
| Nasdaq 100 | 7,942.85 | +1.28% |
| NYSE Composite | 13,006.04 | +0.85% |
| AMEX Composite | 2,429.94 | +0.14% |
| PHLX Semiconductor Index | 1,625.69 | +2.22% |
| OSX Oil Service Sector Index | 65.01 | -0.03% |
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.