Confer Financial Services

Empowering Clients To Pursue Their Dreams
 

Kay J. Confer
Certified Financial Planner™

 

Investment Strategies Using Modern Portfolio Theory *

 

A Wealth Management Firm for Today's Investor

* Asset allocation is subject to market risk.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

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Market Watch

March 11, 2010 @ 12:17 PM

Nasdaq Composite 2,353.12- 5.83
S&P 500 1,142.06- 3.55
Russell 2000 671.32- 3.61
NYSE Composite 7,304.89- 22.78

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