Market Watch

January 27, 2012 @ 11:50 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Retirement & Career Transition Strategies

Retirement & Career Transition Strategies

Retirement Strategies

My name is Phil Sheehan and welcome to my website! I have been married to my wife Donna for 42 years and I think that helps me bring a family first focus to my clients and their families respectively. I would like introduce you to my family pictured above; my wife (Donna) and I, our two sons Phil & Jeff, our daughter in law Melissa and our grand daughters Alexa and Sarah. My financial planning process evolves around my ability to "get to know" my clients, understand their goals, understand their current financial and lifestyle situation and build a plan that engages me with the client, forming a partnership for Your Future, Your Way. It is my hope that I may continue to leverage my experience, work ethic, follow through, attention to detail in a way that I benefit people I work with today and every day.
 
Over the years I have been fortunate enough to have become friends with my client base, sharing family stories and experiences as we have built our relationships respectively. My focus now is to work in a way that I am providing a high level of service to my clients while taking on new clients on a referral basis only (referrals from current clients). Please browse this website, use the tools and/or educational material and use the link to send me an email with any questions you might have. I wish you a wonderful day!
 
Accepting New Clients by Referral Only

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →