Asset & Wealth Management Group is a team of highly motivated individuals dedicated to the financial health and well-being of our clients. We offer excellent service and our greatest strength is our long-term commitment to our clients, our fellow associates, our staff, our industry, and our communities.
Shrewsbury Office |
Flemington Office |
Mount Pleasant, SC Office
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Phillipsburg Office 1505 Chestnut Street |
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator is designed to help you attach a dollar figure to your life’s work.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 13,302.19 | +0.81% |
| NYSE Composite | 15,539.42 | +1.17% |
| AMEX Composite | 2,724.41 | +1.95% |
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