Trevor P. Wardlaw
Investment Advisor Representative
Photo Location:
Wall Street Bull Bronze Sculpture
Bowling Green Park
Lower Manhattan
TOOLS 2 RETIRE
200 W. Highway 6
Suite 614
Suite 614
Waco,
TX
76712
Phone:
- 254-776-5310
$ymbil Robo-Advisor Platform
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Newsletters
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq 100 | 12,464.00 | -1.73% |
| OSX Oil Service Sector Index | 95.32 | -1.45% |
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All quotes are in US Eastern Time (EST).
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