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At Planto Roe Financial Services we provide customized solutions to assist individuals and business owners in reaching their financial goals. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

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July 04, 2009 @ 06:39 AM

Dow Jones Industrials 8,280.74- 223.32
Dow Jones Transportation 3,158.74- 119.69
Dow Jones Utilities 350.69- 10.96
Nasdaq Composite 1,796.52- 49.20
Nasdaq 100 1,446.28- 35.06
S&P 500 896.42- 26.91
S&P Mid-Cap 400 565.03- 19.21
S&P Small-Cap 600 263.12- 11.11
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32
10 Year Treasury Note 3.50- 0.05
Wilshire 5000 9,201.07- 276.51

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