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

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →

Market Watch

March 10, 2010 @ 05:53 PM

Dow Jones Industrials 10,567.33+ 2.95
Nasdaq Composite 2,358.95+ 18.27
S&P 500 1,145.61+ 5.17
Russell 2000 674.93+ 5.30
NYSE Composite 7,327.67+ 33.65
Wilshire 5000 11,936.21+ 61.52

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