Welcome to UPSB Financial Services
Newsletters
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,585.69 | +0.37% |
| Dow Jones Transportation | 10,137.59 | -0.33% |
| Dow Jones Utilities | 804.71 | -0.31% |
| Nasdaq 100 | 7,300.96 | -0.10% |
| NYSE Composite | 12,581.36 | +0.45% |
| AMEX Composite | 2,489.97 | +0.20% |
| PHLX Semiconductor Index | 1,311.97 | -0.82% |
| OSX Oil Service Sector Index | 77.95 | -1.50% |
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.