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
mySTREETSCAPE Client Access$ymbil Robo-Advisor Platform
$ymbil Robo-Advisor Platform
Newsletters
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 23,719.37 | +1.22% |
| Nasdaq 100 | 8,238.53 | +0.11% |
| OSX Oil Service Sector Index | 28.33 | +1.64% |
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.