Market Watch

May 26, 2012 @ 04:29 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
NYSE Composite 7,534.33- 18.03
10 Year Treasury Note 1.75- 0.01

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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

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

More Newsletters →

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

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

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