Market Watch

January 27, 2012 @ 05:03 PM

Dow Jones Industrials 12,660.46- 74.17
Dow Jones Transportation 5,344.78+ 41.93
Dow Jones Utilities 447.97- 6.07
Nasdaq Composite 2,816.55+ 11.27
Nasdaq 100 2,461.77+ 7.14
S&P 500 1,316.33- 2.10
S&P 100 595.37- 1.25
S&P Mid-Cap 400 942.11+ 4.59
NYSE Composite 7,876.61- 7.29
AMEX Composite 2,356.42+ 3.15
10 Year Treasury Note 1.90- 0.03
Wilshire 5000 13,819.49+ 3.22
PHLX Semiconductor Index 413.34+ 1.40
OSX Oil Service Sector Index 239.65+ 2.99

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Stump - Bardash

 

Retirement, Business & Estate Planning Strategies

At Stump - Bardash we have been providing a wide range of investments, insurance and other financial products to help our clients meet their individual and business needs with a total of nearly 80 years of combined experience in the financial service industry.

We utilize a team approach, drawing upon the professional experience of each partner, associate and support staff, in order to provide the products and services desired by each client.  We encourage the involvement of other professional advisors and harmoniously work with them for our client's benefit.

Our reliability, loyalty and customer satisfaction are the basis of our long-term relationships with our clients.

To see associate pictures and to learn more about our team, please click on the "Our Professionals" link, at the right side column of this page.

Newsletters

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.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Risk Tolerance

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

More Calculators →