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Financial, Retirement & Estate Planning

For over 20 years FRS has been helping our clients meet and exceed their financial goals. 

Market Watch

February 09, 2010 @ 05:25 AM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
S&P 500 1,066.18- 0.01
NYSE Composite 6,713.87- 68.88
AMEX Composite 1,766.14- 3.44
10 Year Treasury Note 3.56- 0.04
Wilshire 5000 10,913.86- 91.70

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

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Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →