Wealth Accumulation ~ Asset Protection ~ Estate Conservation
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A subsidiary of THE BAKUN ORGANIZATION, LLC.
The Perseverance Institute
P.O. Box 282
Montgomery,
NY
12549
Phone:
- 845-926-2787
Newsletters
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,753.17 | +0.94% |
| Dow Jones Transportation | 10,412.66 | +0.69% |
| Dow Jones Utilities | 821.88 | +0.51% |
| Nasdaq 100 | 7,738.05 | +0.92% |
| NYSE Composite | 13,081.54 | +0.98% |
| AMEX Composite | 2,580.70 | +1.61% |
| PHLX Semiconductor Index | 1,421.03 | +0.98% |
| OSX Oil Service Sector Index | 78.99 | +3.71% |
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.