You "Gotta" Have A Plan!
"Nothing Is More Beneficial To One's Financial Situation than Having A Clear, Accurate Financial Plan In Place. A Plan That Takes You From Where You Presently Are... To Where You Want To Be, When You Want To Be There."
Brent Owens, President of CFD
2704 South Goyer
Kokomo,
IN
46902
Phone:
- 765.453.9600
- Toll Free: 800.745.7776
Fax:
- 765.864.4080
Newsletters
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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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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Market Watch
August 10, 2020 @ 02:02 PM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials ETF | +0.4% | |
| Dow Jones Transportation ETF | +1.5% | |
| Dow Jones Utilities ETF | +0.0% | |
| Nasdaq Composite ETF | -0.1% | |
| Nasdaq 100 ETF | -0.2% | |
| S&P 500 ETF | +0.1% | |
| S&P 100 ETF | +0.1% | |
| S&P Mid-Cap 400 ETF | +0.2% | |
| PHLX Semiconductor Index ETF | +0.1% | |
| OSX Oil Service Sector Index ETF | +3.1% |
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.