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
$ymbil Robo-Advisor PlatformmySTREETSCAPE Client Access
mySTREETSCAPE Client Access
Newsletters
-
HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.
-
Required Minimum Distribution Rules
When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.
-
The State of State Pensions
A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.
-
An Introduction to Trusts
A properly constructed trust can serve many purposes for families — and not just for the wealthy.
Calculators
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,736.92 | +0.30 |
| Nasdaq Composite | 7,987.80 | -0.50 |
| Nasdaq 100 | 7,531.07 | -0.50 |
| OSX Oil Service Sector Index | 147.55 | +1.69 |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.