George "Lisle" Cheatham, II
Certified Financial Fiduciary®
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,075.30 | +1.44% |
| Dow Jones Transportation | 9,312.48 | +1.88% |
| Dow Jones Utilities | 791.35 | +2.21% |
| Nasdaq 100 | 10,836.33 | +0.76% |
| NYSE Composite | 12,075.58 | +1.23% |
| AMEX Composite | 1,977.91 | +0.36% |
| PHLX Semiconductor Index | 2,069.79 | -0.33% |
| OSX Oil Service Sector Index | 32.10 | +2.79% |
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