Note: There is not a partner relationship between Dimensional Fund Advisors LP and Trinity Financial Advisors, LLC. Only the use of Dimensional Funds. |
Trinity Financial Advisors
541 North Fairbanks Ct Suite 1060
Chicago,
IL
60611
Phone:
- (312) 245-1300
- Outside of Illinois (877) 287-4648
Fax:
- (312) 245-9009
Newsletters
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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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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,642.59 | +2.13% |
| Dow Jones Transportation | 9,465.24 | +1.71% |
| Dow Jones Utilities | 799.91 | +1.10% |
| Nasdaq 100 | 10,689.52 | +0.82% |
| NYSE Composite | 12,204.21 | +1.58% |
| AMEX Composite | 2,004.57 | +1.88% |
| PHLX Semiconductor Index | 2,069.79 | +1.75% |
| OSX Oil Service Sector Index | 32.80 | +5.24% |
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.