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

  • Mid-Year Is a Great Time to Fine-Tune Your Finances

    The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

  • Closed-End Funds May Offer Higher Income

    Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

  • Municipal Bonds

    Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

  • Keeping Cool: Investment Strategy vs. Reaction

    This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Taxable Equivalent Yield

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

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 27,433.48 +0.17%
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