George "Lisle" Cheatham, II
Certified Financial Fiduciary®
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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 | 25,706.09 | -1.39% |
| Dow Jones Transportation | 9,140.43 | -1.95% |
| Dow Jones Utilities | 774.23 | -1.14% |
| Nasdaq 100 | 10,754.59 | +0.82% |
| NYSE Composite | 11,928.63 | -1.31% |
| AMEX Composite | 1,970.78 | -1.69% |
| PHLX Semiconductor Index | 2,076.72 | +1.32% |
| OSX Oil Service Sector Index | 31.23 | -5.25% |
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All quotes are in US Eastern Time (EST).
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