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 MoreMark Weber has worked with Xerox employees and their families since 1991. He is an authority on navigating the many moving parts of the Xerox RIGP & 401K plan. He can help you with your strategy from preretirement planning to retirement status.
Learn MoreWe 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 MoreA look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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March 02, 2021 @ 03:02 PM
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq Composite ETF | -0.2% | |
Nasdaq 100 ETF | -0.2% | |
S&P 500 ETF | -0.0% | |
S&P 100 ETF | -0.0% | |
PHLX Semiconductor Index ETF | -0.4% | |
OSX Oil Service Sector Index ETF | -1.3% |
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