Market Watch

May 30, 2012 @ 01:16 AM

Dow Jones Industrials 12,580.69+ 125.86
Nasdaq Composite 2,870.99+ 33.46
Nasdaq 100 2,558.97+ 31.92
S&P 500 1,332.42+ 14.60
S&P Mid-Cap 400 946.30+ 11.74
NYSE Composite 7,615.03+ 80.71
AMEX Composite 2,237.04+ 9.67
10 Year Treasury Note 1.73- 0.01
Wilshire 5000 13,941.94+ 158.43

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Rosenzweig & McDowell

Helping business owners build personal wealth using business assets in a tax friendly manner.

 

Because no single professional can be all things to all people, the partnership of

Rosenzweig and Associates offers you a depth and variety of services to meet your financial needs.

 

Stephen Rosenzweig , CLU, ChFC, AEP brings over three decades of experience in the areas of retirement, estate and insurance planning for both the individual and the business owner.

 

 

 

Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →