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
mySTREETSCAPE Client Access
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Newsletters
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Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
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Indexed Annuities: Potential Gain with Some Downside Protection
Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.
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HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
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Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,559.54 | +0.42% |
| Nasdaq 100 | 7,689.72 | +0.12% |
| OSX Oil Service Sector Index | 99.07 | -1.16% |
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