Welcome to UPSB Financial Services
Newsletters
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Accumulation
Estimate the future value of your current savings.
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Car Affordability
How much can you afford to pay for a car?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,433.48 | +0.17% |
| Dow Jones Transportation | 10,576.38 | +2.37% |
| Dow Jones Utilities | 843.23 | +1.73% |
| Nasdaq 100 | 11,139.39 | -1.13% |
| NYSE Composite | 12,765.84 | +0.29% |
| AMEX Composite | 2,137.31 | -0.19% |
| PHLX Semiconductor Index | 2,178.86 | -1.18% |
| OSX Oil Service Sector Index | 38.22 | +1.11% |
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.