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

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

More Newsletters →

Market Watch

February 09, 2010 @ 06:44 AM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
S&P 500 1,066.18- 0.01
Russell 2000 586.49- 6.49
NYSE Composite 6,713.87- 68.88
Wilshire 5000 10,913.86- 91.70

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