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.

  • 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.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

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 →

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

More Newsletters →

August 27, 2008 @ 11:35 PM

Dow Jones Industrials 11,502.51+ 89.64
Nasdaq Composite 2,382.46+ 20.49
S&P 500 1,281.66+ 10.15
Russell 2000 732.95+ 9.44
NYSE Composite 8,349.84+ 86.12
Wilshire 5000 13,091.58+ 113.91

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