Richard P. Moran, CFP®Paul Heising, MBA, CFP®Lisa McElravey, CFP®Robert H. Sowder, CFS®, AIF®
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Richard P. Moran, CFP®
Paul Heising, MBA, CFP®
Lisa McElravey, CFP®
Robert H. Sowder, CFS®, AIF®

21250 Hawthorne Boulevard
Suite 560
Torrance, CA 90503
phone (310) 406-3080
toll-free (866) 406-3080
fax (310) 406-3082
infor@smarterdecisions.com

Rich Moran, CFP: rpmoran@smarterdecisions.com
Paul Heising, MBA, CFP: heising@smarterdecisions.com
Lisa McElravey, CFP: lmcelravey@smarterdecisions.com
Robert H. Sowder, CFS: rsowder@smarterdecisions.com

Newsletters

  • 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.

  • Clarifying Tax Deductions for Meals and Entertainment

    Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

  • Avoiding Probate with a Transfer-on-Death Deed

    Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.

  • Bonds Can Offer Stability Even with Rising Rates

    Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 29,348.10 +0.17%
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