Welcome to Compass Financial Services Group
Thank you for visiting our brand new website, hosted by Broadridge. All accounts managed by Compass Financial are overseen by Woodbury Financial.
Newsletters
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Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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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 | 26,827.64 | +0.21% |
| Dow Jones Transportation | 10,652.12 | +1.36% |
| Dow Jones Utilities | 868.22 | +0.26% |
| Nasdaq 100 | 7,940.33 | +0.91% |
| NYSE Composite | 13,088.61 | +0.63% |
| AMEX Composite | 2,459.81 | +0.80% |
| PHLX Semiconductor Index | 1,620.04 | +1.88% |
| OSX Oil Service Sector Index | 64.98 | +3.37% |
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.