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 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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Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
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Going Public
A discussion on the initial public offering (IPO) process, recent trends, and investment risks.
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Do You Need an Umbrella?
American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.
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New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lease Payment
How much would your monthly lease payment be?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
November 20, 2018 @ 02:11 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | -0.8% | |
| Nasdaq Composite ETF | -0.6% | |
| Nasdaq 100 ETF | -1.0% | |
| S&P 500 ETF | -0.6% | |
| S&P 100 ETF | -1.6% | |
| PHLX Semiconductor Index ETF | -0.1% | |
| OSX Oil Service Sector Index ETF | -26.5% |
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