Market Watch

January 28, 2012 @ 03:35 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
NYSE Composite 7,876.61- 7.29
10 Year Treasury Note 1.90- 0.03

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Pegasus Financial

A Family Office Designed to Meet All of Your Financial Needs

You've reached a point in your life where your financial goals and personal ambitions are clear.  You know where you want to be and what you want when you get there.  But do you know how to plan for your financial aspirations?

Your goals and dreams are unique to you, requiring individual attention, guidance and strategies. Through a collaborative, one-on-one relationship, members of Pegasus Private Clients Group: John Levitt, JD; David Hungerford, ChFC, CLU; Eugene Kurzrok; Brian Davis, ChFC, CLU; John Kuchmak, CLU; Philip Cracchiola; Barbara Kurzrok; Steven Labiner, CFP and; David P. Hungerford, will help you assess your dreams and aspirations, and identify and prioritize your short- and long-term goals.

This personal profile is a critical first step in helping you engineer targeted, goal-driven strategies and determine which financial products and services can assist you in addressing them.  All specifically tailored to help meet your unique, personal needs.

Our depth of knowledge allows us to understand the intricacies of your financial situation because we are experienced in analyzing issues you may face.  Whether they are simple or complex - we can help you work toward your financial goals.  Our team focus on a variety of disciplines and, as a client, you will be able to utilize the talents of various members as your situation may require.  Our commitment to you is exemplified by this level of teamwork, which helps ensure your financial services needs are met.  You will have access to a comprehensive range of top-quality investment and insurance products from leading financial companies. 

We are committed to providing our clients with a high level of innovative, professional and quality service.

 

 

PPG-65579 (10/11) (exp 10/13)

 

 

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

More Newsletters →

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →


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