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Kelli S. Phifer, Financial Advisor
1555 Mason Street
Wheatland,
WY
82201
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Newsletters
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Calculators
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| NYSE Composite | 14,146.64 | +1.00% |
| AMEX Composite | 2,250.03 | +1.16% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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