Market Watch

May 22, 2012 @ 05:18 PM

Dow Jones Industrials 12,502.81- 1.67
Dow Jones Transportation 5,007.96+ 4.85
Dow Jones Utilities 467.90+ 2.26
Nasdaq Composite 2,839.08- 8.13
Nasdaq 100 2,539.20- 6.23
S&P 500 1,316.63+ 0.64
S&P 100 600+ 0.16
S&P Mid-Cap 400 927.48+ 1.85
NYSE Composite 7,542.58- 0.40
AMEX Composite 2,223.35- 16.74
10 Year Treasury Note 1.79+ 0.06
Wilshire 5000 13,754.31- 0.28
PHLX Semiconductor Index 370.98- 2.87
OSX Oil Service Sector Index 206.96- 1.18

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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

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →