To the future and back
Imagine fast forwarding to 20 years from now. What financial advice would you give yourself today? We help you see how your financial choices today affect your tomorrow.
16201 E. Indiana Ave. Suite 5220
Spokane Valley,
WA
99216
Phone:
- 509-892-0070
Whats Your Risk Number?
Click below to analyze potential investment risk so we can review options for a portfolio that supports your specific retirement goals!
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Newsletters
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,173.96 | +1.34% |
| Dow Jones Transportation | 11,270.00 | +1.37% |
| Dow Jones Utilities | 808.13 | +1.53% |
| Nasdaq 100 | 11,151.13 | +2.34% |
| NYSE Composite | 12,485.38 | +0.97% |
| AMEX Composite | 1,931.01 | +0.02% |
| PHLX Semiconductor Index | 2,194.15 | -0.06% |
| OSX Oil Service Sector Index | 34.49 | -0.62% |
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.