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

  • Why You Might Need Disability Income Insurance

    This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

  • Gift vs. Inheritance: Consider the Tax Difference

    When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

  • HOT TOPIC: The Bull Is Back... Will It Keep Charging?

    The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?

More Newsletters »

Calculators

  • Taxable Equivalent Yield

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

  • Net Worth

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

  • Impact of Inflation

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »

Market Watch

January 25, 2021 @ 09:49 AM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF +0.2%  
S&P 500 ETF +0.0%  
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