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Visit "The Process" to see a brief overview to my Method of Operation!
Calculators, Articles, Videos at your fingertips.
My hope is that you find value for the time you spend here.
Sam-
Financial-Profiles
240 Wilson Pike Circle - Suite 150
Brentwood,
TN
37027
Phone:
- 615-351-6247
Fax:
- 615-377-5312
Newsletters
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Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
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A Steady Strategy
Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,502.32 | -1.77% |
| Dow Jones Transportation | 10,052.30 | -2.27% |
| Dow Jones Utilities | 784.26 | +0.63% |
| Nasdaq Composite | 7,642.67 | -2.50% |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.