Wealth Advisory and Brokerage Services
Settlement Planning
Estate Planning Strategies
Restricted Accounts
Retirement Planning Services
Raymond Wealth Advisors
Connecticut Financial Center, 157 Church Street, 19th Floor
New Haven,
CT
06510
Phone:
- 203-640-2129
Fax:
- 203-287-0862
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,173.96 | +1.34% |
| Dow Jones Utilities | 808.13 | +1.53% |
| AMEX Composite | 1,931.01 | +0.02% |
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.