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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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A Steady Strategy
Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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Reward Workers and Fund Retirement with a Cash Balance Plan
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
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Cash Flow Analysis
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Long-Term Care Self Insurance
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Net Worth
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Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,559.54 | +0.42% |
| Dow Jones Transportation | 10,988.22 | +0.48% |
| Dow Jones Utilities | 772.13 | +0.20% |
| Nasdaq 100 | 7,689.72 | +0.12% |
| NYSE Composite | 12,922.71 | +0.12% |
| AMEX Composite | 2,588.21 | -0.41% |
| PHLX Semiconductor Index | 1,558.13 | +0.07% |
| OSX Oil Service Sector Index | 99.07 | -1.16% |
[ Markets | Charts | Quotes | Portfolio ]
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All quotes are in US Eastern Time (EST).
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Trinity Financial Advisors, LLC is an SEC Registered Investment Advisor. This communication is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists.
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