Welcome to UPSB Financial Services
Newsletters
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 21,636.78 | -4.06% |
| Dow Jones Transportation | 7,699.18 | -4.30% |
| Dow Jones Utilities | 758.93 | +0.13% |
| Nasdaq 100 | 7,588.37 | -3.91% |
| NYSE Composite | 10,187.21 | -3.31% |
| AMEX Composite | 1,487.23 | -4.07% |
| PHLX Semiconductor Index | 1,488.75 | -5.33% |
| OSX Oil Service Sector Index | 24.82 | -7.42% |
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.