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

  • Reward Workers and Fund Retirement with a Cash Balance Plan

    Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

  • 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.

  • Risk Tolerance Is About You, Not the Market

    An investor’s personal situation should be considered when assessing his or her risk tolerance.

More Newsletters »

Calculators

  • Net Worth

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

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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 27,222.97 +0.01%
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