Market Watch

May 22, 2012 @ 02:05 AM

Dow Jones Industrials 12,504.48+ 135.10
Nasdaq Composite 2,847.21+ 68.42
S&P 500 1,315.99+ 20.77
10 Year Treasury Note 1.74+ 0.03

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Philip Burns, Associate / Jason Christensen, Managing Partner / Gordon Scudamore, Partner / Kevin Banitt, Partner / Katie Robinson, Assistant

 

Today's investment climate offers incredible opportunities. At Whitecap Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for working toward those goals
  3. Ongoing guidance to help adjust their roadmap when their needs change

Our services cover all areas of financial services, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing.

For help with your financial strategy, or for more information on Whitecap Financial Group, please contact us today.

Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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